Position in ISRG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,203,993
-$2,527,378 QoQ
Shares Held
4,781
-42.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8.596527923028654.ToString("F0")%
Shared 0.ToString("F0")%
None 91.40347207697135.ToString("F0")%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Clearstead Advisors, LLC holds $5,048,644 across 16 Medical Instruments & Supplies names. ISRG ranks #1 (43.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
4,781 | $2,203,993 | |
| 2 | BDX |
Becton Dickinson & Co
|
8,515 | $1,338,813 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
2,833 | $710,063 | |
| 4 | ALGN |
Align Technology Inc
|
1,279 | $219,258 | |
| 5 | SOLV |
Solventum Corp
|
3,185 | $207,980 | |
| 6 | RGEN |
Repligen Corp
|
1,000 | $117,820 | |
| 7 | COO |
Cooper Companies, Inc.
|
1,325 | $94,737 | |
| 8 | ATR |
Aptargroup, Inc.
|
396 | $49,903 |
All Filings in ISRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2023-11-13 | |
| 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 | $44,073 | 133 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $43,223 | 141 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $44,090 | 179 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $17,180 | 63 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $16,319 | 69 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $11,966 | 63 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $36,645 | 222 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||