Position in ISRG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$334,448
+$72,606 QoQ
Shares Held
841
+48.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#1,619
of 2,223 holders
Holding Since
Mar 2026
2 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, 2026Unify Financial Advisors holds $334,448 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
|
841 | $334,448 |
All Filings in ISRG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,448 | 841 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $261,842 | 568 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||