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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by EverSource Wealth 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)
1,563
Value
$621.6K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of ISRG by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,563$621.6K<0.1%−517−24.9%ReducedHolders
Q1 20262,080$959.0K<0.1%+195+10.3%AddedHolders
Q4 20251,885$1.07M<0.1%+362+23.8%AddedHolders
Q3 20251,523$681.2K<0.1%−227−13.0%ReducedHolders
Q2 20251,750$951.1K<0.1%+406+30.2%AddedHolders
Q1 20251,344$665.7K<0.1%+134+11.1%AddedHolders
Q4 20241,210$631.6K<0.1%+170+16.3%AddedHolders
Q3 20241,040$510.9K<0.1%−117−10.1%ReducedHolders
Q2 20241,157$514.4K<0.1%+281+32.1%AddedHolders
Q1 2024876$324.7K<0.1%+22+2.6%AddedHolders
Q4 2023854$288.1K<0.1%+62+7.8%AddedHolders
Q3 2023792$231.5K<0.1%+91+13.0%AddedHolders
Q2 2023701$239.7K<0.1%−34−4.6%ReducedHolders
Q1 2023735$187.8K<0.1%−2−0.3%ReducedHolders
Q4 2022737$195.6K<0.1%−193−20.8%ReducedHolders
Q3 2022930$174.0K<0.1%+187+25.2%AddedHolders
Q2 2022743$150.0K<0.1%+201+37.1%AddedHolders
Q1 2022542$163.0K<0.1%+185+51.8%AddedHolders
Q4 2021357$129.0K<0.1%–No prior filingHolders