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Livermore
Livermore
ZHEN

Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Segment 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)
6,516
Value
$2.59M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of ISRG by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,516$2.59M0.1%+741+12.8%AddedHolders
Q1 20265,775$2.66M0.2%+251+4.5%AddedHolders
Q4 20255,524$3.13M0.2%+227+4.3%AddedHolders
Q3 20255,297$2.37M0.1%−255−4.6%ReducedHolders
Q2 20255,552$3.02M0.2%+322+6.2%AddedHolders
Q1 20255,230$2.59M0.2%+178+3.5%AddedHolders
Q4 20245,052$2.64M0.2%−45−0.9%ReducedHolders
Q3 20245,097$2.50M0.2%+4+0.1%AddedHolders
Q2 20245,093$2.27M0.2%+162+3.3%AddedHolders
Q1 20244,931$1.97M0.1%+303+6.5%AddedHolders
Q4 20234,628$1.56M0.1%+745+19.2%AddedHolders
Q3 20233,883$1.13M0.1%+515+15.3%AddedHolders
Q2 20233,368$1.15M0.1%+163+5.1%AddedHolders
Q1 20233,205$818.8K0.1%00.0%UnchangedHolders
Q4 20223,205$850.4K0.1%+11+0.3%AddedHolders
Q3 20223,194$599.0K0.1%+256+8.7%AddedHolders
Q2 20222,938$590.0K0.1%−642−17.9%ReducedHolders
Q1 20223,580$1.08M0.1%+237+7.1%AddedHolders
Q4 20213,343$1.20M0.1%+154+4.8%AddedConverted for a 3-for-1 splitHolders
Q3 20211,063$1.06M0.1%+45+4.4%AddedHolders
Q2 20211,018$936.0K0.1%00.0%UnchangedHolders
Q1 20211,018$752.0K0.1%––Holders

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