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Livermore
Livermore
ZHEN

Herold Advisors, Inc.

SEC CIK
0001891713
Latest filing
Jul 22, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Herold Advisors, 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)
6,450
Value
$2.57M
% of portfolio
0.5%
Quarters held
20
Since Q3 2021
Holdings of ISRG by Herold Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,450$2.57M0.5%00.0%UnchangedHolders
Q1 20266,450$2.97M0.7%00.0%UnchangedHolders
Q4 20256,450$3.65M0.8%00.0%UnchangedHolders
Q3 20256,450$2.88M0.7%00.0%UnchangedHolders
Q2 20256,450$3.50M0.7%00.0%UnchangedHolders
Q1 20256,450$3.19M0.7%00.0%UnchangedHolders
Q4 20246,450$3.37M0.7%00.0%UnchangedHolders
Q3 20246,450$3.17M0.7%00.0%UnchangedHolders
Q2 20246,450$2.87M0.7%−1,500−18.9%ReducedHolders
Q1 20247,950$3.17M0.8%00.0%UnchangedHolders
Q4 20237,950$2.68M0.7%00.0%UnchangedHolders
Q3 20237,950$2.32M0.7%00.0%UnchangedHolders
Q2 20237,950$2.72M0.8%00.0%UnchangedHolders
Q1 20237,950$2.03M0.7%00.0%UnchangedHolders
Q4 20227,950$2.11M0.9%00.0%UnchangedHolders
Q3 20227,950$1.49M0.7%00.0%UnchangedHolders
Q2 20227,950$1.59M0.7%00.0%UnchangedHolders
Q1 20227,950$2.40M0.9%00.0%UnchangedHolders
Q4 20217,950$2.86M1.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q3 20212,650$2.63M1.0%–No prior filingHolders