Position in ISRG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$464,092
-$75,266 QoQ
Shares Held
1,167
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,476
of 2,222 holders
Holding Since
Dec 2025
3 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, 2026TRED AVON FAMILY WEALTH, LLC holds $464,092 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
|
1,167 | $464,092 |
All Filings in ISRG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,092 | 1,167 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $539,358 | 1,170 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $673,402 | 1,189 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||