Aventura Private Wealth, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 2074418 AVENTURA, FL

Position in ISRG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$890,803

-$134,899 QoQ

Shares Held

2,240

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,190

of 2,222 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $913,490 across 5 Medical Instruments & Supplies names. ISRG ranks #1 (97.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	2,240	$890,803
2	BDX	Becton Dickinson & Co	70	$10,593
3	SOLV	Solventum Corp	101	$7,792
4	ALC	Alcon Inc	39	$2,616
5	ALGN	Align Technology Inc	10	$1,686

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$890,803	2,240	+0.7%	Shares	Sole	2026-07-15
2026-03-31	$1,025,702	2,225	+61.5%	Shares	Sole	2026-05-06
2025-12-31	$780,444	1,378	+0.6%	Shares	Sole	2026-01-07
2025-09-30	$612,705	1,370	-13.3%	Shares	Sole	2026-01-07
2025-06-30	$859,131	1,581	-3.7%	Shares	Sole	2026-01-07
2025-03-31	$812,738	1,641	+4.1%	Shares	Sole	2026-01-07
2024-12-31	$823,130	1,577	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.