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Livermore
Livermore
ZHEN

Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Arkadios Wealth Advisors, 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)
32,217
Value
$12.8M
% of portfolio
0.2%
Quarters held
20
Since Q1 2021
Holdings of ISRG by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202632,217$12.8M0.2%+5,237+19.4%AddedHolders
Q1 202626,980$12.4M0.2%+6,244+30.1%AddedHolders
Q4 202520,736$11.7M0.2%+1,686+8.9%AddedHolders
Q3 202519,050$8.52M0.2%+1,573+9.0%AddedHolders
Q2 202517,477$9.50M0.3%+1,323+8.2%AddedHolders
Q1 202516,154$8.00M0.3%+1,621+11.2%AddedHolders
Q4 202414,533$7.59M0.4%+1,229+9.2%AddedHolders
Q3 202413,304$6.54M0.4%+11,763+763.3%AddedHolders
Q2 20241,541$685.5K<0.1%−3−0.2%ReducedHolders
Q1 20241,544$616.0K<0.1%−31−2.0%ReducedHolders
Q4 20231,575$531.2K<0.1%+257+19.5%AddedHolders
Q3 20231,318$385.2K<0.1%+306+30.2%AddedHolders
Q2 20231,012$345.9K<0.1%−12−1.2%ReducedHolders
Q1 20231,024$261.5K<0.1%−57−5.3%ReducedHolders
Q4 20221,081$286.7K<0.1%+1,081NewHolders
Q2 20220$00.0%−826−100.0%Sold outHolders
Q1 2022826$249.0K<0.1%−70−7.8%ReducedHolders
Q4 2021896$322.0K<0.1%−16−1.8%ReducedConverted for a 3-for-1 splitHolders
Q3 2021304$302.0K<0.1%−26−7.9%ReducedHolders
Q2 2021330$303.0K<0.1%+140+73.7%AddedHolders
Q1 2021190$140.0K<0.1%––Holders

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