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Livermore
Livermore
ZHEN

Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Avion Wealth, 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)
2,448
Value
$973.0K
% of portfolio
0.2%
Quarters held
18
Since Q1 2022
Holdings of ISRG by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,448$973.0K0.2%+1,782+267.6%AddedHolders
Q1 2026666$307.0K0.1%−11−1.6%ReducedHolders
Q4 2025677$383.0K0.1%−287−29.8%ReducedHolders
Q3 2025964$431.0K0.1%−20−2.0%ReducedHolders
Q2 2025984$534.0K0.1%+22+2.3%AddedHolders
Q1 2025962$502.0K0.1%00.0%UnchangedHolders
Q4 2024962$502.0K0.1%+27+2.9%AddedHolders
Q3 2024935$459.0K0.1%+7+0.8%AddedHolders
Q2 2024928$412.0K0.1%+8+0.9%AddedHolders
Q1 2024920$368.0K0.1%+4+0.4%AddedHolders
Q4 2023916$309.0K0.1%−3−0.3%ReducedHolders
Q3 2023919$268.0K0.1%+1+0.1%AddedHolders
Q2 2023918$313.0K0.1%+14+1.5%AddedHolders
Q1 2023904$239.0K0.1%+4+0.4%AddedHolders
Q4 2022900$168.0K0.1%00.0%UnchangedHolders
Q3 2022900$169.0K0.1%−22−2.4%ReducedHolders
Q2 2022922$185.0K0.1%+22+2.4%AddedHolders
Q1 2022900$272.0K0.1%+900NewHolders