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Livermore
Livermore
ZHEN

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by SOA Wealth Advisors, 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of ISRG by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−37−100.0%Sold outHolders
Q2 202537$20.1K<0.1%+9+32.1%AddedHolders
Q1 202528$13.9K<0.1%+13+86.7%AddedHolders
Q4 202415$7.83K<0.1%00.0%UnchangedHolders
Q3 202415$7.37K<0.1%+12+400.0%AddedHolders
Q2 20243$1.33K<0.1%00.0%UnchangedHolders
Q1 20243$1.20K<0.1%00.0%UnchangedHolders
Q4 20233$1.01K<0.1%00.0%UnchangedHolders
Q3 20233$877<0.1%00.0%UnchangedHolders
Q2 20233$1.03K<0.1%00.0%UnchangedHolders
Q1 20233$766<0.1%00.0%UnchangedHolders
Q4 20223$796<0.1%−3−50.0%ReducedHolders
Q3 20226$1.00K<0.1%00.0%UnchangedHolders
Q2 20226$1.00K<0.1%−105−94.6%ReducedHolders
Q1 2022111$33.0K<0.1%00.0%UnchangedHolders
Q4 2021111$40.0K<0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q3 202137$36.0K<0.1%00.0%UnchangedHolders
Q2 202137$34.0K<0.1%+18+94.7%AddedHolders
Q1 202119$14.0K<0.1%––Holders

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