Position in ISRG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$15,111
-$4,711 QoQ
Shares Held
38
-11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,093
of 2,223 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $1,513,729 across 11 Medical Instruments & Supplies names. ISRG ranks #3 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RMD |
Resmed Inc
|
7,495 | $1,460,625 | |
| 2 | SOLV |
Solventum Corp
|
205 | $15,815 | |
| 3 | ISRG |
Intuitive Surgical Inc
This page
|
38 | $15,111 | |
| 4 | ALC |
Alcon Inc
|
160 | $10,736 | |
| 5 | OSUR |
Orasure Technologies Inc
|
1,250 | $5,575 | |
| 6 | BDX |
Becton Dickinson & Co
|
16 | $2,421 | |
| 7 | ALGN |
Align Technology Inc
|
7 | $1,180 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
3 | $1,077 |
All Filings in ISRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,111 | 38 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $19,822 | 43 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $49,839 | 88 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $36,672 | 82 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $97,274 | 188 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $89,647 | 190 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $31,317 | 60 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $24,563 | 50 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $276,696 | 622 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $191,962 | 481 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $121,112 | 359 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $98,209 | 336 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $112,498 | 329 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $84 | 280 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $45,109 | 170 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $32,614 | 174 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $37,131 | 185 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $38,011 | 126 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $35,930 | 100 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $33,801 | 34 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $27,589 | 30 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $16,256 | 22 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $11,453 | 14 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,933 | 14 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $7,977 | 14 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $6,932 | 14 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||