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Livermore
Livermore
ZHEN

TRUE Private Wealth Advisors

SEC CIK
0001667074
Latest filing
Jul 23, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by TRUE Private 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)
776
Value
$308.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ISRG by TRUE Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026776$308.6K<0.1%+4+0.5%AddedHolders
Q1 2026772$355.9K<0.1%+28+3.8%AddedHolders
Q4 2025744$421.4K<0.1%00.0%UnchangedHolders
Q3 2025744$332.7K<0.1%−4−0.5%ReducedHolders
Q2 2025748$406.2K<0.1%+15+2.0%AddedHolders
Q1 2025733$362.8K<0.1%+1+0.1%AddedHolders
Q4 2024732$382.3K<0.1%−10−1.3%ReducedHolders
Q3 2024742$364.8K<0.1%−365−33.0%ReducedHolders
Q2 20241,107$492.2K0.1%−2−0.2%ReducedHolders
Q1 20241,109$442.4K0.1%−27−2.4%ReducedHolders
Q4 20231,136$383.1K<0.1%+2+0.2%AddedHolders
Q3 20231,134$331.5K<0.1%+25+2.3%AddedHolders
Q2 20231,109$379.2K0.1%−6−0.5%ReducedHolders
Q1 20231,115$284.8K<0.1%−9−0.8%ReducedHolders
Q4 20221,124$298.3K<0.1%+52+4.9%AddedHolders
Q3 20221,072$200.0K<0.1%00.0%UnchangedHolders
Q2 20221,072$215.0K<0.1%−116−9.8%ReducedHolders
Q1 20221,188$292.0K<0.1%+31+2.7%AddedHolders
Q4 20211,157$415.0K0.1%+89+8.3%AddedConverted for a 3-for-1 splitHolders
Q3 2021356$353.0K0.1%−1−0.3%ReducedHolders
Q2 2021357$328.0K<0.1%+11+3.2%AddedHolders
Q1 2021346$256.0K<0.1%––Holders

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