Skip to main content
Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ISRG overviewAll 13F holders of ISRGFull Q2 2026 holdings

Shares (Q2 2026)
8,397
Value
$3.34M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ISRG by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,397$3.34M<0.1%+3,616+75.6%AddedHolders
Q1 20264,781$2.20M<0.1%−3,573−42.8%ReducedHolders
Q4 20258,354$4.73M0.1%+2,932+54.1%AddedHolders
Q3 20255,422$2.42M<0.1%+329+6.5%AddedHolders
Q2 20255,093$2.77M<0.1%+1,811+55.2%AddedHolders
Q1 20253,282$1.63M<0.1%−33−1.0%ReducedHolders
Q4 20243,315$1.73M<0.1%−70−2.1%ReducedHolders
Q3 20243,385$1.66M<0.1%+83+2.5%AddedHolders
Q2 20243,302$1.47M<0.1%+2,181+194.6%AddedHolders
Q1 20241,121$427.0K<0.1%−168−13.0%ReducedHolders
Q4 20231,289$434.9K<0.1%+32+2.5%AddedHolders
Q3 20231,257$367.4K<0.1%+92+7.9%AddedHolders
Q2 20231,165$398.4K<0.1%+362+45.1%AddedHolders
Q1 2023803$205.1K<0.1%+450+127.5%AddedHolders
Q4 2022353$93.7K<0.1%−135−27.7%ReducedHolders
Q3 2022488$91.0K<0.1%−90−15.6%ReducedHolders
Q2 2022578$116.0K<0.1%+110+23.5%AddedHolders
Q1 2022468$141.0K<0.1%+38+8.8%AddedHolders
Q4 2021430$154.0K<0.1%+31+7.8%AddedConverted for a 3-for-1 splitHolders
Q3 2021133$132.0K<0.1%−8−5.7%ReducedHolders
Q2 2021141$130.0K<0.1%−38−21.2%ReducedHolders
Q1 2021179$132.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.