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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Wetherby Asset Management Inc, 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 Q3 2025 holdings

Shares (Q3 2025)
6,423
Value
$2.87M
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of ISRG by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20256,423$2.87M0.1%+82+1.3%AddedHolders
Q2 20256,341$3.45M0.2%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20245,826$3.04M0.1%−411−6.6%ReducedHolders
Q3 20246,237$3.06M0.1%−9−0.1%ReducedHolders
Q2 20246,246$2.78M0.1%−92−1.5%ReducedHolders
Q1 20246,338$2.53M0.1%+38+0.6%AddedHolders
Q4 20236,300$2.13M0.1%−181−2.8%ReducedHolders
Q3 20236,481$1.89M0.1%+266+4.3%AddedHolders
Q2 20236,215$2.13M0.1%+133+2.2%AddedHolders
Q1 20236,082$1.55M0.1%−517−7.8%ReducedHolders
Q4 20226,599$1.75M0.1%+637+10.7%AddedHolders
Q3 20225,962$1.12M0.1%+792+15.3%AddedHolders
Q2 20225,170$1.04M0.1%−709−12.1%ReducedHolders
Q1 20225,879$1.77M0.1%+403+7.4%AddedHolders
Q4 20215,476$1.97M0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q3 20211,827$1.82M0.1%+21+1.2%AddedHolders
Q2 20211,806$1.66M0.1%+164+10.0%AddedHolders
Q1 20211,642$1.21M0.1%––Holders

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