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1858 Wealth Management, LLC

SEC CIK
0002011812
Latest filing
Nov 14, 2025

ISRG holding history

Intuitive Surgical Inc in every 13F filed by 1858 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 Q3 2025 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2023
Holdings of ISRG by 1858 Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−3,614−100.0%Sold outHolders
Q2 20253,614$1.96M1.4%+98+2.8%AddedHolders
Q1 20253,516$1.74M1.5%−16−0.5%ReducedHolders
Q4 20243,532$1.84M1.5%−52−1.5%ReducedHolders
Q3 20243,584$1.76M1.4%−488−12.0%ReducedHolders
Q2 20244,072$1.81M1.5%+792+24.1%AddedHolders
Q1 20243,280$1.11M1.0%00.0%UnchangedHolders
Q4 20233,280$1.11M1.0%–No prior filingHolders