Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
ISRG holding history
Intuitive Surgical Inc in every 13F filed by Meriwether Wealth & Planning, 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)
- 1,235
- Value
- $491.1K
- % of portfolio
- 0.2%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,235 | $491.1K | 0.2% | −2−0.2% | Reduced | Holders |
| Q1 2026 | 1,237 | $570.2K | 0.3% | +34+2.8% | Added | Holders |
| Q4 2025 | 1,203 | $681.3K | 0.4% | −1−0.1% | Reduced | Holders |
| Q3 2025 | 1,204 | $538.5K | 0.3% | +59+5.2% | Added | Holders |
| Q2 2025 | 1,145 | $622.2K | 0.4% | +122+11.9% | Added | Holders |
| Q1 2025 | 1,023 | $506.7K | 0.3% | −6−0.6% | Reduced | Holders |
| Q4 2024 | 1,029 | $537.1K | 0.4% | – | No prior filing | Holders |