Position in ISRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,339,318
+$1,135,325 QoQ
Shares Held
8,397
+75.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#768
of 2,234 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, 2026Clearstead Advisors, LLC holds $6,655,864 across 32 Medical Instruments & Supplies names. ISRG ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
8,397 | $3,339,318 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
2,857 | $1,025,663 | |
| 3 | BAX |
Baxter International Inc
|
25,308 | $539,566 | |
| 4 | SOLV |
Solventum Corp
|
6,904 | $532,643 | |
| 5 | BDX |
Becton Dickinson & Co
|
2,601 | $393,609 | |
| 6 | RMD |
Resmed Inc
|
943 | $183,771 | |
| 7 | COO |
Cooper Companies, Inc.
|
2,513 | $180,207 | |
| 8 | RGEN |
Repligen Corp
|
1,006 | $137,258 |
All Filings in ISRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,339,318 | 8,397 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,203,993 | 4,781 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,731,371 | 8,354 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,424,881 | 5,422 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,767,587 | 5,093 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,625,476 | 3,282 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,730,297 | 3,315 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,662,948 | 3,385 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,468,894 | 3,302 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $447,379 | 1,121 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $434,857 | 1,289 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $367,408 | 1,257 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $398,360 | 1,165 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $205,142 | 803 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $93,668 | 353 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $91,470 | 488 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $116,010 | 578 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $141,186 | 468 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $154,499 | 430 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $132,221 | 133 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $129,669 | 141 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $132,270 | 179 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $51,540 | 63 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $48,958 | 69 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $35,899 | 63 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $109,936 | 222 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||