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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Evercore Wealth Management, 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)
972
Value
$386.5K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of ISRG by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026972$386.5K<0.1%−57−5.5%ReducedHolders
Q1 20261,029$474.4K<0.1%−16−1.5%ReducedHolders
Q4 20251,045$591.8K<0.1%−15−1.4%ReducedHolders
Q3 20251,060$474.1K<0.1%00.0%UnchangedHolders
Q2 20251,060$576.0K<0.1%+3+0.3%AddedHolders
Q1 20251,057$523.5K<0.1%+8+0.8%AddedHolders
Q4 20241,049$547.5K<0.1%00.0%UnchangedHolders
Q3 20241,049$515.3K<0.1%−91−8.0%ReducedHolders
Q2 20241,140$507.1K<0.1%00.0%UnchangedHolders
Q1 20241,140$455.0K<0.1%+54+5.0%AddedHolders
Q4 20231,086$366.4K<0.1%+225+26.1%AddedHolders
Q3 2023861$251.7K<0.1%00.0%UnchangedHolders
Q2 2023861$294.4K<0.1%00.0%UnchangedHolders
Q1 2023861$220.0K<0.1%00.0%UnchangedHolders
Q4 2022861$228.5K<0.1%+861NewHolders
Q2 20220$00.0%−933−100.0%Sold outHolders
Q1 2022933$282.0K<0.1%00.0%UnchangedHolders
Q4 2021933$336.0K<0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q3 2021311$309.0K<0.1%00.0%UnchangedHolders
Q2 2021311$286.0K<0.1%00.0%UnchangedHolders
Q1 2021311$230.0K<0.1%––Holders

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