Position in ISRG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$377,796
-$60,144 QoQ
Shares Held
950
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,561
of 2,223 holders
Holding Since
Dec 2023
11 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, 2026Ledgewood Wealth Advisors, LLC holds $377,796 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
|
950 | $377,796 |
All Filings in ISRG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,796 | 950 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $437,940 | 950 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $538,042 | 950 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $424,868 | 950 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $516,239 | 950 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $470,506 | 950 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $495,862 | 950 | Shares | Sole | 2025-04-10 | |
| 2024-09-30 | $466,706 | 950 | Shares | Sole | 2025-04-15 | |
| 2024-06-30 | $400,365 | 900 | Shares | Sole | 2025-04-15 | |
| 2024-03-31 | $359,181 | 900 | Shares | Sole | 2025-04-15 | |
| 2023-12-31 | $303,624 | 900 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||