MONTAG A & ASSOCIATES INC

Position in ISRG — Intuitive Surgical Inc

CIK 829407 ATLANTA, GA

Position in ISRG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$5,673,302

-$1,026,265 QoQ

Shares Held

14,266

-1.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#630

of 2,223 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $7,759,987 across 9 Medical Instruments & Supplies names. ISRG ranks #1 (73.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	14,266	$5,673,302
2	BDX	Becton Dickinson & Co	6,455	$976,835
3	WST	West Pharmaceutical Services Inc	2,356	$845,804
4	ATR	Aptargroup, Inc.	981	$122,821
5	SOLV	Solventum Corp	1,499	$115,647
6	AVTR	Avantor, Inc.	1,900	$18,810
7	ALC	Alcon Inc	67	$4,495
8	RGEN	Repligen Corp	9	$1,227

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,673,302	14,266	-1.8%	Shares	Sole	2026-08-05
2026-03-31	$6,699,567	14,533	-7.1%	Shares	Sole	2026-04-29
2025-12-31	$8,863,534	15,650	+16.4%	Shares	Sole	2026-02-02
2025-09-30	$6,011,218	13,441	-14.5%	Shares	Sole	2025-11-12
2025-06-30	$8,546,752	15,728	-1.9%	Shares	Sole	2025-08-07
2025-03-31	$7,943,635	16,039	-2.4%	Shares	Sole	2025-05-05
2024-12-31	$8,575,280	16,429	-16.5%	Shares	Sole	2025-01-30
2024-09-30	$9,660,333	19,664	+1.6%	Shares	Sole	2024-11-05
2024-06-30	$8,611,406	19,358	-0.7%	Shares	Sole	2024-07-31
2024-03-31	$7,778,663	19,491	0.0%	Shares	Sole	2024-05-07
2023-12-31	$6,575,483	19,491	+2.1%	Shares	Sole	2024-02-07
2023-09-30	$5,582,154	19,098	-13.4%	Shares	Sole	2023-11-09
2023-06-30	$7,538,409	22,046	-0.3%	Shares	Sole	2023-08-09
2023-03-31	$5,646,397	22,102	-4.5%	Shares	Sole	2023-05-11
2022-12-31	$6,138,076	23,132	-10.1%	Shares	Sole	2023-02-02
2022-09-30	$4,825,080	25,742	-19.0%	Shares	Sole	2022-11-09
2022-06-30	$6,381,574	31,795	-2.1%	Shares	Sole	2022-08-10
2022-03-31	$9,793,136	32,462	+13.4%	Shares	Sole	2022-05-02
2021-12-31	$10,283,884	28,622	+199.2%	Shares	Sole	2022-02-09
2021-09-30	$9,509,043	9,565	-11.5%	Shares	Sole	2021-11-08
2021-06-30	$9,940,389	10,809	-13.7%	Shares	Sole	2021-08-03
2021-03-31	$9,255,961	12,526	-27.4%	Shares	Sole	2021-05-14
2020-12-31	$14,118,769	17,258	+7.7%	Shares	Sole	2021-02-12
2020-09-30	$11,366,829	16,020	+0.3%	Shares	Sole	2020-11-12
2020-06-30	$9,101,892	15,973	+13.8%	Shares	Sole	2020-08-04
2020-03-31	$6,949,281	14,033	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.