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Livermore
Livermore
ZHEN

Ullmann Financial Group, Inc.

SEC CIK
0001697725
Latest filing
Aug 10, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Ullmann Financial Group, Inc., 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)
1,386
Value
$551.1K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of ISRG by Ullmann Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,386$551.1K0.1%−33−2.3%ReducedHolders
Q1 20261,419$654.0K0.1%+75+5.6%AddedHolders
Q4 20251,344$718.1K0.1%−3−0.2%ReducedHolders
Q3 20251,347$602.4K0.1%−25−1.8%ReducedHolders
Q2 20251,372$745.6K0.1%+46+3.5%AddedHolders
Q1 20251,326$656.7K0.1%−4−0.3%ReducedHolders
Q4 20241,330$694.2K0.1%+1+0.1%AddedHolders
Q3 20241,329$652.9K0.1%+21+1.6%AddedHolders
Q2 20241,308$581.9K0.1%+79+6.4%AddedHolders
Q1 20241,229$490.5K0.1%+66+5.7%AddedHolders
Q4 20231,163$392.4K0.1%+40+3.6%AddedHolders
Q3 20231,123$328.2K0.1%+136+13.8%AddedHolders
Q2 2023987$337.5K0.1%+42+4.4%AddedHolders
Q1 2023945$241.4K0.1%00.0%UnchangedHolders
Q4 2022945$250.8K0.1%+945NewHolders
Q2 20220$00.0%−945−100.0%Sold outHolders
Q1 2022945$285.0K0.1%00.0%UnchangedHolders
Q4 2021945$340.0K0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q3 2021315$313.0K0.1%+15+5.0%AddedHolders
Q2 2021300$276.0K0.1%00.0%UnchangedHolders
Q1 2021300$222.0K0.1%––Holders

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