Position in ISRG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$269,627
-$68,278 QoQ
Shares Held
678
-7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,735
of 2,223 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, 2026AGH Wealth Advisors, LLC holds $269,627 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
|
678 | $269,627 |
All Filings in ISRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,627 | 678 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $337,905 | 733 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $400,416 | 707 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $322,005 | 720 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $400,493 | 737 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $311,029 | 628 | Shares | Other | 2025-04-11 | |
| 2024-12-31 | $365,372 | 700 | Shares | Other | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||