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Livermore
Livermore
ZHEN

Everhart Financial Group, Inc.

SEC CIK
0001852858
Latest filing
Jul 8, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Everhart Financial Group, Inc., 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)
3,582
Value
$1.42M
% of portfolio
0.1%
Quarters held
17
Since Q2 2022
Holdings of ISRG by Everhart Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,582$1.42M0.1%−632−15.0%ReducedHolders
Q1 20264,214$1.94M0.2%+67+1.6%AddedHolders
Q4 20254,147$2.35M0.2%+1,098+36.0%AddedHolders
Q3 20253,049$1.36M0.1%−354−10.4%ReducedHolders
Q2 20253,403$1.85M0.2%+132+4.0%AddedHolders
Q1 20253,271$1.62M0.2%+75+2.3%AddedHolders
Q4 20243,196$1.67M0.3%+150+4.9%AddedHolders
Q3 20243,046$1.50M0.3%+368+13.7%AddedHolders
Q2 20242,678$1.19M0.3%+372+16.1%AddedHolders
Q1 20242,306$920.3K0.3%+355+18.2%AddedHolders
Q4 20231,951$658.2K0.2%+501+34.6%AddedHolders
Q3 20231,450$423.8K0.2%+196+15.6%AddedHolders
Q2 20231,254$428.8K0.2%+193+18.2%AddedHolders
Q1 20231,061$271.1K0.1%−128−10.8%ReducedHolders
Q4 20221,189$315.5K0.2%−247−17.2%ReducedHolders
Q3 20221,436$269.0K0.1%+296+26.0%AddedHolders
Q2 20221,140$229.0K0.1%+1,140NewHolders