Provenance Wealth Advisors, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 2081584
FORT LAUDERDALE, FL
Position in ISRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$209,179
-$13,940 QoQ
Shares Held
526
+8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,868
of 2,223 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $224,047 across 7 Medical Instruments & Supplies names. ISRG ranks #1 (93.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
526 | $209,179 | |
| 2 | ALC |
Alcon Inc
|
93 | $6,240 | |
| 3 | BDX |
Becton Dickinson & Co
|
36 | $5,447 | |
| 4 | ALGN |
Align Technology Inc
|
9 | $1,517 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
2 | $718 | |
| 6 | BAX |
Baxter International Inc
|
31 | $660 | |
| 7 | COO |
Cooper Companies, Inc.
|
4 | $286 |
All Filings in ISRG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,179 | 526 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $223,119 | 484 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $274,118 | 484 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $226,298 | 506 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $289,094 | 532 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $168,887 | 341 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $164,417 | 315 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $154,750 | 315 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $130,341 | 293 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $116,933 | 293 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $98,846 | 293 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $47,350 | 162 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||