Boston Private Wealth LLC

SEC CIK: 0001626116
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Boston Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ISRG overview All 13F holders of ISRG Full Q2 2026 holdings

Shares (Q2 2026): 12,929
Value: $5.14M
% of portfolio: 0.3%
Quarters held: 21; Since Q1 2021

Holdings of ISRG by Boston Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	12,929	$5.14M	0.3%	−789−5.8%	Reduced	Holders
Q1 2026	13,718	$6.32M	0.4%	+331+2.5%	Added	Holders
Q4 2025	13,387	$7.58M	0.4%	−985−6.9%	Reduced	Holders
Q3 2025	14,372	$6.43M	0.3%	−862−5.7%	Reduced	Holders
Q2 2025	15,234	$8.28M	0.4%	−2,937−16.2%	Reduced	Holders
Q1 2025	18,171	$9.00M	0.4%	−6,192−25.4%	Reduced	Holders
Q4 2024	24,363	$12.7M	0.2%	+24,363	New	Holders
Q3 2024	0	$0	0.0%	−28,642−100.0%	Sold out	Holders
Q2 2024	28,642	$12.7M	0.3%	−787−2.7%	Reduced	Holders
Q1 2024	29,429	$11.7M	0.3%	−4,988−14.5%	Reduced	Holders
Q4 2023	34,417	$11.6M	0.3%	−8,247−19.3%	Reduced	Holders
Q3 2023	42,664	$12.5M	0.3%	−2,471−5.5%	Reduced	Holders
Q2 2023	45,135	$15.4M	0.3%	−4,416−8.9%	Reduced	Holders
Q1 2023	49,551	$12.7M	0.2%	−6,686−11.9%	Reduced	Holders
Q4 2022	56,237	$14.9M	0.2%	−419−0.7%	Reduced	Holders
Q3 2022	56,656	$10.6M	0.2%	+150+0.3%	Added	Holders
Q2 2022	56,506	$11.3M	0.2%	+1,633+3.0%	Added	Holders
Q1 2022	54,873	$16.6M	0.2%	+43,566+385.3%	Added	Holders
Q4 2021	11,307	$4.06M	0.1%	−789−6.5%	ReducedConverted for a 3-for-1 split	Holders
Q3 2021	4,032	$4.01M	0.1%	+83+2.1%	Added	Holders
Q2 2021	3,949	$3.63M	<0.1%	−98−2.4%	Reduced	Holders
Q1 2021	4,047	$2.99M	<0.1%	–	–	Holders

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