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Mindset Wealth Management, LLC

SEC CIK
0002044232
Latest filing
Aug 4, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Mindset 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 2026)
1,335
Value
$530.9K
% of portfolio
0.1%
Quarters held
8
Since Q3 2024
Holdings of ISRG by Mindset Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,335$530.9K0.1%00.0%UnchangedHolders
Q1 20261,335$615.4K0.2%+15+1.1%AddedHolders
Q4 20251,320$747.6K0.2%−50−3.6%ReducedHolders
Q3 20251,370$612.7K0.2%+16+1.2%AddedHolders
Q2 20251,354$735.8K0.2%+17+1.3%AddedHolders
Q1 20251,337$662.2K0.3%+22+1.7%AddedHolders
Q4 20241,315$686.4K0.3%00.0%UnchangedHolders
Q3 20241,315$646.0K0.3%–No prior filingHolders