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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by EP Wealth Advisors, 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)
22,873
Value
$9.10M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of ISRG by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,873$9.10M<0.1%+29+0.1%AddedHolders
Q1 202622,844$10.5M0.1%+10,063+78.7%AddedHolders
Q4 202512,781$7.24M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202513,528$7.35M<0.1%+79+0.6%AddedHolders
Q1 202513,449$6.66M0.1%−194−1.4%ReducedHolders
Q4 202413,643$7.12M0.1%−294−2.1%ReducedHolders
Q3 202413,937$6.85M0.1%−850−5.7%ReducedHolders
Q2 202414,787$6.58M0.1%+60+0.4%AddedHolders
Q1 202414,727$5.88M0.1%−120−0.8%ReducedHolders
Q4 202314,847$5.01M0.1%−27−0.2%ReducedHolders
Q3 202314,874$4.35M0.1%−50,179−77.1%ReducedHolders
Q2 202365,053$5.11M0.1%−1,408−2.1%ReducedHolders
Q1 202366,461$00.0%+50,779+323.8%AddedHolders
Q4 202215,682$4.16M0.1%+15,682NewHolders
Q3 20220$00.0%−4,176−100.0%Sold outHolders
Q2 20224,176$838.0K<0.1%−2,984−41.7%ReducedHolders
Q1 20227,160$2.16M<0.1%+32+0.4%AddedHolders
Q4 20217,128$2.56M0.1%−87−1.2%ReducedConverted for a 3-for-1 splitHolders
Q3 20212,405$2.39M0.1%−52−2.1%ReducedHolders
Q2 20212,457$2.26M0.1%−1,094−30.8%ReducedHolders
Q1 20213,551$2.62M0.1%––Holders

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