Aptus Capital Advisors, LLC

SEC CIK: 0001664193
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Aptus Capital Advisors, 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): 44,819
Value: $17.8M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of ISRG by Aptus Capital Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	44,819	$17.8M	0.1%	−15,347−25.5%	Reduced	Holders
Q1 2026	60,166	$27.7M	0.2%	−678−1.1%	Reduced	Holders
Q4 2025	60,844	$34.5M	0.3%	+2,816+4.9%	Added	Holders
Q3 2025	58,028	$26.0M	0.2%	+4,649+8.7%	Added	Holders
Q2 2025	53,379	$29.0M	0.3%	+5,771+12.1%	Added	Holders
Q1 2025	47,608	$23.6M	0.3%	+4,091+9.4%	Added	Holders
Q4 2024	43,517	$22.7M	0.3%	+13,367+44.3%	Added	Holders
Q3 2024	30,150	$14.8M	0.2%	+4,543+17.7%	Added	Holders
Q2 2024	25,607	$11.4M	0.2%	+19,950+352.7%	Added	Holders
Q1 2024	5,657	$2.26M	<0.1%	+785+16.1%	Added	Holders
Q4 2023	4,872	$1.64M	<0.1%	−6,430−56.9%	Reduced	Holders
Q3 2023	11,302	$3.30M	0.1%	+1,135+11.2%	Added	Holders
Q2 2023	10,167	$3.48M	0.1%	+142+1.4%	Added	Holders
Q1 2023	10,025	$2.56M	0.1%	+7,482+294.2%	Added	Holders
Q4 2022	2,543	$674.8K	<0.1%	−11,404−81.8%	Reduced	Holders
Q3 2022	13,947	$2.61M	0.1%	−1,931−12.2%	Reduced	Holders
Q2 2022	15,878	$3.19M	0.1%	−706−4.3%	Reduced	Holders
Q1 2022	16,584	$5.00M	0.2%	+2,828+20.6%	Added	Holders
Q4 2021	13,756	$4.94M	0.2%	−470−3.3%	ReducedConverted for a 3-for-1 split	Holders
Q3 2021	4,742	$4.71M	0.2%	−120−2.5%	Reduced	Holders
Q2 2021	4,862	$4.47M	0.2%	00.0%	Unchanged	Holders
Q1 2021	4,862	$3.59M	0.2%	–	–	Holders

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