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Livermore
Livermore
ZHEN

Legacy Wealth Management, LLC

SEC CIK
0002047443
Latest filing
Jul 8, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Legacy 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)
1,613
Value
$641.5K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of ISRG by Legacy Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,613$641.5K0.2%−923−36.4%ReducedHolders
Q1 20262,536$1.17M0.3%+476+23.1%AddedHolders
Q4 20252,060$1.17M0.3%+393+23.6%AddedHolders
Q3 20251,667$745.5K0.2%−375−18.4%ReducedHolders
Q2 20252,042$1.11M0.3%−168−7.6%ReducedHolders
Q1 20252,210$1.09M0.4%00.0%UnchangedHolders
Q4 20242,210$1.15M0.5%00.0%UnchangedHolders
Q3 20242,210$1.09M0.4%00.0%UnchangedHolders
Q2 20242,210$983.1K0.4%00.0%UnchangedHolders
Q1 20242,210$882.0K0.4%00.0%UnchangedHolders
Q4 20232,210$745.6K0.4%00.0%UnchangedHolders
Q3 20232,210$646.0K0.3%00.0%UnchangedHolders
Q2 20232,210$755.7K0.4%00.0%UnchangedHolders
Q1 20232,210$564.6K0.3%00.0%UnchangedHolders
Q4 20222,210$586.4K0.3%00.0%UnchangedHolders
Q3 20222,210$414.2K0.3%+75+3.5%AddedHolders
Q2 20222,135$428.5K0.3%00.0%UnchangedHolders
Q1 20222,135$644.1K0.3%+11+0.5%AddedHolders
Q4 20212,124$763.2K0.4%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q3 2021705$700.9K0.4%00.0%UnchangedHolders
Q2 2021705$648.3K0.4%00.0%UnchangedHolders
Q1 2021705$521.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.