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Livermore
Livermore
ZHEN

Smith, Salley & Associates

SEC CIK
0001482012
Latest filing
Jul 23, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Smith, Salley & Associates, 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)
8,480
Value
$3.37M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of ISRG by Smith, Salley & Associates, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,480$3.37M0.1%+2,143+33.8%AddedHolders
Q1 20266,337$2.92M0.1%+254+4.2%AddedHolders
Q4 20256,083$3.45M0.2%+240+4.1%AddedHolders
Q3 20255,843$2.61M0.1%+981+20.2%AddedHolders
Q2 20254,862$2.64M0.2%+444+10.0%AddedHolders
Q1 20254,418$2.19M0.1%+3,663+485.2%AddedHolders
Q4 2024755$394.1K<0.1%00.0%UnchangedHolders
Q3 2024755$370.9K<0.1%+13+1.8%AddedHolders
Q2 2024742$330.2K<0.1%00.0%UnchangedHolders
Q1 2024742$296.3K<0.1%−2,226−75.0%ReducedHolders
Q4 20232,968$1.00M0.1%−83−2.7%ReducedHolders
Q3 20233,051$891.7K0.1%+6+0.2%AddedHolders
Q2 20233,045$1.04M0.1%+192+6.7%AddedHolders
Q1 20232,853$728.8K0.1%−180−5.9%ReducedHolders
Q4 20223,033$804.8K0.1%+121+4.2%AddedHolders
Q3 20222,912$546.0K0.1%+227+8.5%AddedHolders
Q2 20222,685$539.0K<0.1%−6−0.2%ReducedHolders
Q1 20222,691$811.0K0.1%−52−1.9%ReducedHolders
Q4 20212,743$985.0K0.1%+25+0.9%AddedConverted for a 3-for-1 splitHolders
Q3 2021906$901.0K0.1%00.0%UnchangedHolders
Q2 2021906$834.0K0.1%+6+0.7%AddedHolders
Q1 2021900$665.0K0.1%––Holders

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