Position in ISRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$274,796
+$39,692 QoQ
Shares Held
691
+35.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,727
of 2,223 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Wills Financial Group LLC holds $274,796 across 1 Medical Instruments & Supplies name. ISRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
691 | $274,796 |
All Filings in ISRG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,796 | 691 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $235,104 | 510 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $256,561 | 453 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $202,595 | 453 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $244,534 | 450 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $222,871 | 450 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||