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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Compass Wealth Management LLC, 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2022
Holdings of ISRG by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−72−100.0%Sold outHolders
Q1 202572$35.7K<0.1%00.0%UnchangedHolders
Q4 202472$37.6K<0.1%00.0%UnchangedHolders
Q3 202472$35.4K<0.1%00.0%UnchangedHolders
Q2 202472$32.0K<0.1%00.0%UnchangedHolders
Q1 202472$28.7K<0.1%00.0%UnchangedHolders
Q4 202372$24.3K<0.1%00.0%UnchangedHolders
Q3 202372$21.0K<0.1%00.0%UnchangedHolders
Q2 202372$24.6K<0.1%00.0%UnchangedHolders
Q1 202372$18.4K<0.1%00.0%UnchangedHolders
Q4 202272$19.1K<0.1%–No prior filingHolders