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Secure Asset Management, LLC

SEC CIK
0001800692
Latest filing
Jul 15, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Secure Asset 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)
1,575
Value
$626.3K
% of portfolio
0.1%
Quarters held
9
Since Q2 2024
Holdings of ISRG by Secure Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,575$626.3K0.1%−209−11.7%ReducedHolders
Q1 20261,784$822.4K0.1%+1,022+134.1%AddedHolders
Q4 2025762$431.6K0.1%+30+4.1%AddedHolders
Q3 2025732$320.6K0.1%−142−16.2%ReducedHolders
Q2 2025874$474.9K0.1%−419−32.4%ReducedHolders
Q1 20251,293$640.4K0.1%−234−15.3%ReducedHolders
Q4 20241,527$797.0K0.1%−7−0.5%ReducedHolders
Q3 20241,534$753.8K0.1%+87+6.0%AddedHolders
Q2 20241,447$643.7K0.1%+1,447NewHolders