Heirloom Wealth Management
- SEC CIK
- 0001882903
- Latest filing
- Aug 3, 2026
ISRG holding history
Intuitive Surgical Inc in every 13F filed by Heirloom Wealth Management, 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)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −20,342−100.0% | Sold out | Holders |
| Q1 2026 | 20,342 | $9.38M | 1.7% | +3,242+19.0% | Added | Holders |
| Q4 2025 | 17,100 | $9.68M | 2.2% | +16,650+3,700.0% | Added | Holders |
| Q3 2025 | 450 | $201.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 450 | $244.5K | 0.1% | −14−3.0% | Reduced | Holders |
| Q1 2025 | 464 | $229.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 464 | $242.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 464 | $227.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 464 | $206.4K | 0.1% | +464 | New | Holders |
| Q3 2022 | – | – | – | – | Not filed | Holders |
| Q2 2022 | 900 | $210.0K | 0.2% | +900 | New | Holders |