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Livermore
Livermore
ZHEN

Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Summit Trail Advisors, LLC, 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)
10,697
Value
$4.25M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of ISRG by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,697$4.25M0.1%−582−5.2%ReducedHolders
Q1 202611,279$5.20M0.1%+1,262+12.6%AddedHolders
Q4 202510,017$5.67M0.1%−616−5.8%ReducedHolders
Q3 202510,633$4.76M0.1%+389+3.8%AddedHolders
Q2 202510,244$5.57M0.1%+2,208+27.5%AddedHolders
Q1 20258,036$3.98M0.1%+1,434+21.7%AddedHolders
Q4 20246,602$3.45M0.1%+1,150+21.1%AddedHolders
Q3 20245,452$2.68M0.1%+738+15.7%AddedHolders
Q2 20244,714$2.10M0.1%+152+3.3%AddedHolders
Q1 20244,562$1.82M<0.1%+748+19.6%AddedHolders
Q4 20233,814$1.29M<0.1%−116−3.0%ReducedHolders
Q3 20233,930$1.15M<0.1%−419−9.6%ReducedHolders
Q2 20234,349$1.49M0.1%+978+29.0%AddedHolders
Q1 20233,371$861.2K<0.1%+903+36.6%AddedHolders
Q4 20222,468$654.9K<0.1%−335−12.0%ReducedHolders
Q3 20222,803$525.0K<0.1%+258+10.1%AddedHolders
Q2 20222,545$511.0K<0.1%+863+51.3%AddedHolders
Q1 20221,682$507.0K<0.1%−118−6.6%ReducedHolders
Q4 20211,800$647.0K<0.1%+657+57.5%AddedConverted for a 3-for-1 splitHolders
Q3 2021381$379.0K<0.1%+58+18.0%AddedHolders
Q2 2021323$297.0K<0.1%+18+5.9%AddedHolders
Q1 2021305$225.0K<0.1%––Holders

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