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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Abound 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)
384
Value
$152.5K
% of portfolio
<0.1%
Quarters held
16
Since Q3 2022
Holdings of ISRG by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026384$152.5K<0.1%−41−9.6%ReducedHolders
Q1 2026425$195.9K<0.1%−35−7.6%ReducedHolders
Q4 2025460$260.5K0.1%−96−17.3%ReducedHolders
Q3 2025556$248.7K0.1%+48+9.4%AddedHolders
Q2 2025508$275.8K0.1%−2−0.4%ReducedHolders
Q1 2025510$252.4K0.1%−12−2.3%ReducedHolders
Q4 2024522$272.3K0.1%+1+0.2%AddedHolders
Q3 2024521$255.7K0.1%+11+2.2%AddedHolders
Q2 2024510$226.7K0.1%−2−0.4%ReducedHolders
Q1 2024512$204.2K0.1%+3+0.6%AddedHolders
Q4 2023509$171.7K0.1%+1+0.2%AddedHolders
Q3 2023508$148.5K0.1%−1−0.2%ReducedHolders
Q2 2023509$174.0K0.1%+18+3.7%AddedHolders
Q1 2023491$125.4K0.1%+15+3.2%AddedHolders
Q4 2022476$126.3K0.1%+14+3.0%AddedHolders
Q3 2022462$86.6K<0.1%+462NewHolders