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Livermore
Livermore
ZHEN

Values First Advisors, Inc.

SEC CIK
0001913608
Latest filing
Aug 4, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Values First 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)
834
Value
$331.6K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of ISRG by Values First Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026834$331.6K0.2%+152+22.3%AddedHolders
Q1 2026682$314.4K0.2%+5+0.7%AddedHolders
Q4 2025677$383.7K0.2%−100−12.9%ReducedHolders
Q3 2025777$347.6K0.2%−40−4.9%ReducedHolders
Q2 2025817$443.9K0.2%−13−1.6%ReducedHolders
Q1 2025830$410.5K0.2%−4−0.5%ReducedHolders
Q4 2024834$435.1K0.2%+16+2.0%AddedHolders
Q3 2024818$401.6K0.2%+10+1.2%AddedHolders
Q2 2024808$359.5K0.2%+197+32.2%AddedHolders
Q1 2024611$243.8K0.1%−900−59.6%ReducedHolders
Q4 20231,511$509.8K0.3%+371+32.5%AddedHolders
Q3 20231,140$333.2K0.2%−623−35.3%ReducedHolders
Q2 20231,763$602.7K0.4%−70−3.8%ReducedHolders
Q1 20231,833$468.2K0.3%−472−20.5%ReducedHolders
Q4 20222,305$611.7K0.4%+268+13.2%AddedHolders
Q3 20222,037$382.0K0.3%+244+13.6%AddedHolders
Q2 20221,793$360.0K0.3%+574+47.1%AddedHolders
Q1 20221,219$368.0K0.2%+101+9.0%AddedHolders
Q4 20211,118$402.0K0.2%+62+5.9%AddedConverted for a 3-for-1 splitHolders
Q3 2021352$350.0K0.2%−46−11.6%ReducedHolders
Q2 2021398$366.0K0.2%−27−6.4%ReducedHolders
Q1 2021425$314.0K0.2%––Holders

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