Position in ISRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$58,298,296
-$11,440,731 QoQ
Shares Held
146,596
-3.1% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#198
of 2,223 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 67%
Shared 2%
None 31%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $103,098,840 across 17 Medical Instruments & Supplies names. ISRG ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
146,596 | $58,298,296 | |
| 2 | BDX |
Becton Dickinson & Co
|
93,853 | $14,202,774 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
29,089 | $10,442,951 | |
| 4 | COO |
Cooper Companies, Inc.
|
49,545 | $3,552,871 | |
| 5 | ATR |
Aptargroup, Inc.
|
26,976 | $3,377,395 | |
| 6 | SOLV |
Solventum Corp
|
34,238 | $2,641,460 | |
| 7 | ALGN |
Align Technology Inc
|
13,184 | $2,223,613 | |
| 8 | ALC |
Alcon Inc
|
29,208 | $1,959,856 |
All Filings in ISRG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,298,296 | 146,596 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $69,739,027 | 151,281 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $92,983,851 | 164,178 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $75,555,035 | 168,940 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $141,597,429 | 260,572 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $126,933,737 | 256,292 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $129,494,099 | 248,092 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $118,294,868 | 240,794 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $104,498,823 | 234,908 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $93,714,312 | 234,820 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $76,458,257 | 226,637 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $73,362,158 | 250,991 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $68,203,351 | 199,460 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $36,360,277 | 142,327 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $40,011,063 | 150,786 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $30,258,812 | 161,432 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $34,536,771 | 172,073 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $83,685,427 | 277,398 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $92,021,039 | 256,112 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $81,452,687 | 81,932 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $74,845,827 | 81,386 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $57,843,474 | 78,279 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||