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Keebeck Wealth Management, LLC

SEC CIK
0001803675
Latest filing
Aug 11, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Keebeck 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)
6,092
Value
$2.42M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of ISRG by Keebeck Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,092$2.42M0.2%+538+9.7%AddedHolders
Q1 20265,554$2.56M0.3%−739−11.7%ReducedHolders
Q4 20256,293$3.56M0.4%+392+6.6%AddedHolders
Q3 20255,901$2.64M0.3%−296−4.8%ReducedHolders
Q2 20256,197$3.37M0.4%+5+0.1%AddedHolders
Q1 20256,192$3.07M0.5%−29−0.5%ReducedHolders
Q4 20246,221$3.25M0.5%+101+1.7%AddedHolders
Q3 20246,120$3.01M0.4%−129−2.1%ReducedHolders
Q2 20246,249$2.78M0.4%00.0%UnchangedHolders
Q1 20246,249$2.49M0.4%00.0%UnchangedHolders
Q4 20236,249$2.11M0.3%+37+0.6%AddedHolders
Q3 20236,212$1.82M0.3%00.0%UnchangedHolders
Q2 20236,212$2.12M0.3%00.0%UnchangedHolders
Q1 20236,212$1.59M0.3%00.0%UnchangedHolders
Q4 20226,212$1.65M0.3%+30.0%AddedHolders
Q3 20226,209$1.16M0.2%00.0%UnchangedHolders
Q2 20226,209$1.25M0.2%−3,525−36.2%ReducedHolders
Q1 20229,734$2.94M0.5%−100−1.0%ReducedHolders
Q4 20219,834$3.53M0.6%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q3 20213,278$3.26M0.6%−339−9.4%ReducedHolders
Q2 20213,617$3.33M0.5%+5+0.1%AddedHolders
Q1 20213,612$2.67M0.4%––Holders

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