Triangle Securities Wealth Management

SEC CIK: 0001541353
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Triangle Securities Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ISRG overview All 13F holders of ISRG Full Q2 2026 holdings

Shares (Q2 2026): 812
Value: $322.9K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of ISRG by Triangle Securities Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	812	$322.9K	0.1%	00.0%	Unchanged	Holders
Q1 2026	812	$374.3K	0.1%	00.0%	Unchanged	Holders
Q4 2025	812	$459.9K	0.1%	00.0%	Unchanged	Holders
Q3 2025	812	$363.2K	0.1%	−168−17.1%	Reduced	Holders
Q2 2025	980	$532.5K	0.1%	00.0%	Unchanged	Holders
Q1 2025	980	$485.4K	0.1%	00.0%	Unchanged	Holders
Q4 2024	980	$511.5K	0.1%	00.0%	Unchanged	Holders
Q3 2024	980	$481.4K	0.1%	−50−4.9%	Reduced	Holders
Q2 2024	1,030	$458.2K	0.1%	00.0%	Unchanged	Holders
Q1 2024	1,030	$411.1K	0.1%	00.0%	Unchanged	Holders
Q4 2023	1,030	$347.5K	0.1%	00.0%	Unchanged	Holders
Q3 2023	1,030	$301.1K	0.1%	−100−8.8%	Reduced	Holders
Q2 2023	1,130	$386.4K	0.1%	00.0%	Unchanged	Holders
Q1 2023	1,130	$288.7K	0.1%	00.0%	Unchanged	Holders
Q4 2022	1,130	$299.8K	0.1%	−70−5.8%	Reduced	Holders
Q3 2022	1,200	$225.0K	0.1%	00.0%	Unchanged	Holders
Q2 2022	1,200	$241.0K	0.1%	00.0%	Unchanged	Holders
Q1 2022	1,200	$362.0K	0.1%	00.0%	Unchanged	Holders
Q4 2021	1,200	$431.0K	0.1%	00.0%	UnchangedConverted for a 3-for-1 split	Holders
Q3 2021	400	$398.0K	0.1%	00.0%	Unchanged	Holders
Q2 2021	400	$368.0K	0.1%	00.0%	Unchanged	Holders
Q1 2021	400	$296.0K	0.1%	–	–	Holders

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