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Livermore
Livermore
ZHEN

Williams Jones Wealth Management, LLC.

SEC CIK
0001788587
Latest filing
Aug 5, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Williams Jones Wealth Management, 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)
145,276
Value
$57.8M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of ISRG by Williams Jones Wealth Management, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026145,276$57.8M0.7%−69,051−32.2%ReducedHolders
Q1 2026214,327$98.8M1.2%+3,489+1.7%AddedHolders
Q4 2025210,838$119.4M1.3%+7,688+3.8%AddedHolders
Q3 2025203,150$90.9M1.0%+8,876+4.6%AddedHolders
Q2 2025194,274$105.6M1.3%+7,522+4.0%AddedHolders
Q1 2025186,752$92.5M1.2%+7,609+4.2%AddedHolders
Q4 2024179,143$93.5M1.1%+8,447+4.9%AddedHolders
Q3 2024170,696$83.9M1.0%+12,087+7.6%AddedHolders
Q2 2024158,609$70.6M0.9%+13,148+9.0%AddedHolders
Q1 2024145,461$58.1M0.7%+84,849+140.0%AddedHolders
Q4 202360,612$20.4M0.3%+54,809+944.5%AddedHolders
Q3 20235,803$1.70M<0.1%00.0%UnchangedHolders
Q2 20235,803$1.98M<0.1%−19−0.3%ReducedHolders
Q1 20235,822$1.49M<0.1%−22−0.4%ReducedHolders
Q4 20225,844$1.55M<0.1%−6−0.1%ReducedHolders
Q3 20225,850$1.10M<0.1%+75+1.3%AddedHolders
Q2 20225,775$1.16M<0.1%−75−1.3%ReducedHolders
Q1 20225,850$1.76M<0.1%+42+0.7%AddedHolders
Q4 20215,808$2.09M<0.1%−63−1.1%ReducedConverted for a 3-for-1 splitHolders
Q3 20211,957$1.95M<0.1%−2−0.1%ReducedHolders
Q2 20211,959$1.80M<0.1%+2+0.1%AddedHolders
Q1 20211,957$1.45M<0.1%––Holders

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