Skip to main content
Livermore
Livermore
ZHEN

Heritage Trust Co

SEC CIK
0001706028
Latest filing
Aug 6, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Heritage Trust Co, 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)
4,063
Value
$1.62M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of ISRG by Heritage Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,063$1.62M0.1%+286+7.6%AddedHolders
Q1 20263,777$1.74M0.2%+1,034+37.7%AddedHolders
Q4 20252,743$1.55M0.2%−91−3.2%ReducedHolders
Q3 20252,834$1.27M0.1%+241+9.3%AddedHolders
Q2 20252,593$1.41M0.2%+290+12.6%AddedHolders
Q1 20252,303$1.14M0.1%+546+31.1%AddedHolders
Q4 20241,757$917.1K0.1%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 20241,651$734.5K0.1%−27−1.6%ReducedHolders
Q1 20241,678$669.7K0.1%−59−3.4%ReducedHolders
Q4 20231,737$586.0K0.1%+18+1.0%AddedHolders
Q3 20231,719$502.4K0.1%−82−4.6%ReducedHolders
Q2 20231,801$615.8K0.1%00.0%UnchangedHolders
Q1 20231,801$460.1K0.1%−438−19.6%ReducedHolders
Q4 20222,239$594.1K0.1%−42−1.8%ReducedHolders
Q3 20222,281$428.0K0.1%+100+4.6%AddedHolders
Q2 20222,181$438.0K0.1%+15+0.7%AddedHolders
Q1 20222,166$653.0K0.1%−15−0.7%ReducedHolders
Q4 20212,181$784.0K0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q3 2021727$723.0K0.1%00.0%UnchangedHolders
Q2 2021727$669.0K0.1%00.0%UnchangedHolders
Q1 2021727$537.0K0.1%––Holders

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