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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Avidian Wealth Solutions, 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)
1,482
Value
$589.4K
% of portfolio
<0.1%
Quarters held
14
Since Q2 2021
Holdings of ISRG by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,482$589.4K<0.1%+363+32.4%AddedHolders
Q1 20261,119$515.8K<0.1%+219+24.3%AddedHolders
Q4 2025900$509.7K<0.1%−108−10.7%ReducedHolders
Q3 20251,008$450.8K<0.1%−2−0.2%ReducedHolders
Q2 20251,010$548.8K<0.1%+22+2.2%AddedHolders
Q1 2025988$489.3K<0.1%+87+9.7%AddedHolders
Q4 2024901$470.3K<0.1%+245+37.3%AddedHolders
Q3 2024656$322.3K<0.1%+43+7.0%AddedHolders
Q2 2024613$272.7K<0.1%+613NewHolders
Q1 20230$00.0%−757−100.0%Sold outHolders
Q4 2022757$200.9K<0.1%+757NewHolders
Q2 20220$00.0%−706−100.0%Sold outHolders
Q1 2022706$213.0K<0.1%−134−16.0%ReducedHolders
Q4 2021840$302.0K<0.1%+51+6.5%AddedConverted for a 3-for-1 splitHolders
Q3 2021263$261.0K<0.1%+18+7.3%AddedHolders
Q2 2021245$225.0K<0.1%+245NewHolders