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Livermore
Livermore
ZHEN

Circle Wealth Management, LLC

SEC CIK
0001578242
Latest filing
Aug 12, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Circle 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)
3,226
Value
$1.28M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ISRG by Circle Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,226$1.28M<0.1%+121+3.9%AddedHolders
Q1 20263,105$1.43M<0.1%+73+2.4%AddedHolders
Q4 20253,032$1.72M<0.1%+627+26.1%AddedHolders
Q3 20252,405$1.08M<0.1%+207+9.4%AddedHolders
Q2 20252,198$1.19M<0.1%−10.0%ReducedHolders
Q1 20252,199$1.09M<0.1%00.0%UnchangedHolders
Q4 20242,199$1.15M<0.1%−482−18.0%ReducedHolders
Q3 20242,681$1.32M<0.1%−230−7.9%ReducedHolders
Q2 20242,911$1.29M<0.1%−270−8.5%ReducedHolders
Q1 20243,181$1.27M<0.1%+188+6.3%AddedHolders
Q4 20232,993$1.01M<0.1%−230−7.1%ReducedHolders
Q3 20233,223$942.1K<0.1%+520+19.2%AddedHolders
Q2 20232,703$924.3K0.1%+62+2.3%AddedHolders
Q1 20232,641$674.7K0.1%00.0%UnchangedHolders
Q4 20222,641$700.8K0.1%+24+0.9%AddedHolders
Q3 20222,617$491.0K0.1%+615+30.7%AddedHolders
Q2 20222,002$402.0K0.1%−9−0.4%ReducedHolders
Q1 20222,011$607.0K0.1%+655+48.3%AddedHolders
Q4 20211,356$487.0K0.1%+48+3.7%AddedConverted for a 3-for-1 splitHolders
Q3 2021436$433.0K0.1%−45−9.4%ReducedHolders
Q2 2021481$442.0K0.1%+83+20.9%AddedHolders
Q1 2021398$294.0K<0.1%––Holders

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