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Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Gradient Investments 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)
47,640
Value
$18.9M
% of portfolio
0.3%
Quarters held
17
Since Q1 2021
Holdings of ISRG by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202647,640$18.9M0.3%+10,988+30.0%AddedHolders
Q1 202636,652$16.9M0.3%+1,240+3.5%AddedHolders
Q4 202535,412$20.1M0.3%+35,412NewHolders
Q3 20240$00.0%−36−100.0%Sold outHolders
Q2 202436$16.0K<0.1%+19+111.8%AddedHolders
Q1 202417$6.79K<0.1%−85−83.3%ReducedHolders
Q4 2023102$34.4K<0.1%00.0%UnchangedHolders
Q3 2023102$29.8K<0.1%00.0%UnchangedHolders
Q2 2023102$34.9K<0.1%+25+32.5%AddedHolders
Q1 202377$19.7K<0.1%00.0%UnchangedHolders
Q4 202277$20.4K<0.1%−9−10.5%ReducedHolders
Q3 202286$16.0K<0.1%00.0%UnchangedHolders
Q2 202286$17.0K<0.1%+5+6.2%AddedHolders
Q1 202281$24.0K<0.1%−36−30.8%ReducedHolders
Q4 2021117$42.0K<0.1%+36+44.4%AddedConverted for a 3-for-1 splitHolders
Q3 202127$27.0K<0.1%+4+17.4%AddedHolders
Q2 202123$21.0K<0.1%00.0%UnchangedHolders
Q1 202123$17.0K<0.1%––Holders

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