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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Heritage Wealth Advisors, 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)
1,780
Value
$707.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ISRG by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,780$707.9K<0.1%−110−5.8%ReducedHolders
Q1 20261,890$871.3K<0.1%+188+11.0%AddedHolders
Q4 20251,702$963.9K<0.1%00.0%UnchangedHolders
Q3 20251,702$761.2K<0.1%−109−6.0%ReducedHolders
Q2 20251,811$984.1K<0.1%−50−2.7%ReducedHolders
Q1 20251,861$921.7K<0.1%−5−0.3%ReducedHolders
Q4 20241,866$974.0K<0.1%−76−3.9%ReducedHolders
Q3 20241,942$954.0K<0.1%−50−2.5%ReducedHolders
Q2 20241,992$886.1K<0.1%00.0%UnchangedHolders
Q1 20241,992$795.0K<0.1%00.0%UnchangedHolders
Q4 20231,992$672.0K<0.1%−123−5.8%ReducedHolders
Q3 20232,115$618.2K<0.1%−258−10.9%ReducedHolders
Q2 20232,373$811.4K<0.1%+12+0.5%AddedHolders
Q1 20232,361$603.2K<0.1%00.0%UnchangedHolders
Q4 20222,361$626.5K<0.1%−694−22.7%ReducedHolders
Q3 20223,055$572.6K<0.1%+1,299+74.0%AddedHolders
Q2 20221,756$352.0K<0.1%+556+46.3%AddedHolders
Q1 20221,200$362.0K<0.1%00.0%UnchangedHolders
Q4 20211,200$431.0K<0.1%+150+14.3%AddedConverted for a 3-for-1 splitHolders
Q3 2021350$348.0K<0.1%00.0%UnchangedHolders
Q2 2021350$321.9K<0.1%00.0%UnchangedHolders
Q1 2021350$258.6K<0.1%––Holders

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