Marshall & Sterling Wealth Advisors Inc.
Position in ISRG — Intuitive Surgical Inc
CIK 2056315
POUGHKEEPSIE, NY
Position in ISRG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$11,930
-$1,899 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,110
of 2,231 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Marshall & Sterling Wealth Advisors Inc. holds $17,499 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
30 | $11,930 | |
| 2 | ALC |
Alcon Inc
|
83 | $5,569 |
All Filings in ISRG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,930 | 30 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $13,829 | 30 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $16,990 | 30 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $16,098 | 36 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $19,562 | 36 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $17,828 | 36 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,658 | 30 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||