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Livermore
Livermore
ZHEN

BSW Wealth Partners

SEC CIK
0001512601
Latest filing
Jul 15, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by BSW Wealth Partners, 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)
1,038
Value
$412.6K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of ISRG by BSW Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,038$412.6K<0.1%−102−8.9%ReducedHolders
Q1 20261,140$525.7K0.1%−509−30.9%ReducedHolders
Q4 20251,649$933.9K0.1%+50+3.1%AddedHolders
Q3 20251,599$715.1K0.1%+718+81.5%AddedHolders
Q2 2025881$478.7K0.1%+3+0.3%AddedHolders
Q1 2025878$434.8K0.1%−678−43.6%ReducedHolders
Q4 20241,556$812.2K0.1%+90+6.1%AddedHolders
Q3 20241,466$720.2K0.1%+368+33.5%AddedHolders
Q2 20241,098$488.4K0.1%+120+12.3%AddedHolders
Q1 2024978$390.3K0.1%+249+34.2%AddedHolders
Q4 2023729$245.9K<0.1%+729NewHolders
Q3 20230$00.0%−1,028−100.0%Sold outHolders
Q2 20231,028$351.5K0.1%−10−1.0%ReducedHolders
Q1 20231,038$265.2K0.1%−217−17.3%ReducedHolders
Q4 20221,255$333.0K0.1%−323−20.5%ReducedHolders
Q3 20221,578$296.0K0.1%+314+24.8%AddedHolders
Q2 20221,264$254.0K0.1%−46−3.5%ReducedHolders
Q1 20221,310$395.0K0.1%+56+4.5%AddedHolders
Q4 20211,254$451.0K0.1%+75+6.4%AddedConverted for a 3-for-1 splitHolders
Q3 2021393$391.0K0.1%−7−1.8%ReducedHolders
Q2 2021400$368.0K0.1%+106+36.1%AddedHolders
Q1 2021294$217.0K0.1%––Holders

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