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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by True Wealth Design, 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 2026)
48
Value
$19.1K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of ISRG by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202648$19.1K<0.1%−71−59.7%ReducedHolders
Q1 2026119$54.9K<0.1%−57−32.4%ReducedHolders
Q4 2025176$99.7K<0.1%+7+4.1%AddedHolders
Q3 2025169$75.8K<0.1%+25+17.4%AddedHolders
Q2 2025144$78.5K<0.1%+10+7.5%AddedHolders
Q1 2025134$66.6K<0.1%+1+0.8%AddedHolders
Q4 2024133$69.7K<0.1%+3+2.3%AddedHolders
Q3 2024130$63.9K<0.1%00.0%UnchangedHolders
Q2 2024130$57.8K<0.1%+1+0.8%AddedHolders
Q1 2024129$51.5K<0.1%+2+1.6%AddedHolders
Q4 2023127$42.8K<0.1%+125+6,250.0%AddedHolders
Q3 20232$585<0.1%00.0%UnchangedHolders
Q2 20232$684<0.1%00.0%UnchangedHolders
Q1 20232$511<0.1%00.0%UnchangedHolders
Q4 20222$531<0.1%–No prior filingHolders