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Livermore
Livermore
ZHEN

Visionary Wealth Advisors

SEC CIK
0001802984
Latest filing
Aug 13, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Visionary 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)
1,114
Value
$443.0K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of ISRG by Visionary Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,114$443.0K<0.1%−38−3.3%ReducedHolders
Q1 20261,152$531.1K<0.1%+96+9.1%AddedHolders
Q4 20251,056$598.1K<0.1%+25+2.4%AddedHolders
Q3 20251,031$461.1K<0.1%00.0%UnchangedHolders
Q2 20251,031$560.3K<0.1%+86+9.1%AddedHolders
Q1 2025945$468.0K<0.1%00.0%UnchangedHolders
Q4 2024945$493.3K<0.1%+42+4.7%AddedHolders
Q3 2024903$443.7K<0.1%−166−15.5%ReducedHolders
Q2 20241,069$475.5K<0.1%+60+5.9%AddedHolders
Q1 20241,009$402.7K<0.1%+108+12.0%AddedHolders
Q4 2023901$304.0K<0.1%00.0%UnchangedHolders
Q3 2023901$263.4K<0.1%00.0%UnchangedHolders
Q2 2023901$308.1K<0.1%00.0%UnchangedHolders
Q1 2023901$230.2K<0.1%00.0%UnchangedHolders
Q4 2022901$239.0K<0.1%+901NewHolders
Q2 20220$00.0%−1,377−100.0%Sold outHolders
Q1 20221,377$415.0K<0.1%+8+0.6%AddedHolders
Q4 20211,369$492.0K<0.1%+325+31.1%AddedConverted for a 3-for-1 splitHolders
Q3 2021348$346.0K<0.1%00.0%UnchangedHolders
Q2 2021348$320.0K<0.1%−1−0.3%ReducedHolders
Q1 2021349$258.0K<0.1%––Holders

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