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Livermore
Livermore
ZHEN

Smith & Howard Wealth Management, LLC

SEC CIK
0001543991
Latest filing
Aug 3, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Smith & Howard 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of ISRG by Smith & Howard Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−493−100.0%Sold outHolders
Q1 2026493$227.3K<0.1%−47−8.7%ReducedHolders
Q4 2025540$305.8K0.1%−72−11.8%ReducedHolders
Q3 2025612$273.7K0.1%00.0%UnchangedHolders
Q2 2025612$332.6K0.1%−55−8.2%ReducedHolders
Q1 2025667$330.3K0.1%00.0%UnchangedHolders
Q4 2024667$348.1K0.1%00.0%UnchangedHolders
Q3 2024667$327.7K0.1%00.0%UnchangedHolders
Q2 2024667$296.7K0.1%00.0%UnchangedHolders
Q1 2024667$266.2K0.1%00.0%UnchangedHolders
Q4 2023667$225.0K0.1%+667NewHolders
Q3 20230$00.0%−822−100.0%Sold outHolders
Q2 2023822$281.1K0.1%00.0%UnchangedHolders
Q1 2023822$210.0K0.1%00.0%UnchangedHolders
Q4 2022822$218.1K0.1%+822NewHolders
Q2 20220$00.0%−822−100.0%Sold outHolders
Q1 2022822$248.0K0.1%00.0%UnchangedHolders
Q4 2021822$295.0K0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q3 2021274$272.0K0.1%00.0%UnchangedHolders
Q2 2021274$252.0K0.1%00.0%UnchangedHolders
Q1 2021274$202.0K0.1%––Holders

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