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44 Wealth Management LLC

SEC CIK
0001831187
Latest filing
Aug 14, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by 44 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)
608
Value
$242.0K
% of portfolio
0.1%
Quarters held
15
Since Q1 2021
Holdings of ISRG by 44 Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026608$242.0K0.1%+7+1.2%AddedHolders
Q1 2026601$277.3K0.1%−148−19.8%ReducedHolders
Q4 2025749$424.2K0.1%−257−25.5%ReducedHolders
Q3 20251,006$449.9K0.2%−3−0.3%ReducedHolders
Q2 20251,009$548.3K0.2%−103−9.3%ReducedHolders
Q1 20251,112$550.7K0.2%+42+3.9%AddedHolders
Q4 20241,070$558.5K0.2%+6+0.6%AddedHolders
Q3 20241,064$545.4K0.2%–No prior filingHolders
Q2 20230$00.0%−939−100.0%Sold outHolders
Q1 2023939$239.9K0.1%+10+1.1%AddedHolders
Q4 2022929$246.5K0.1%+929NewHolders
Q2 20220$00.0%−972−100.0%Sold outHolders
Q1 2022972$293.0K0.1%+78+8.7%AddedHolders
Q4 2021894$321.0K0.1%−117−11.6%ReducedConverted for a 3-for-1 splitHolders
Q3 2021337$335.0K0.1%+3+0.9%AddedHolders
Q2 2021334$307.0K0.1%−30−8.2%ReducedHolders
Q1 2021364$269.0K0.1%––Holders

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