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Finivi Inc.

SEC CIK
0002101641
Latest filing
Jul 9, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Finivi Inc., 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)
532
Value
$211.6K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of ISRG by Finivi Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026532$211.6K0.1%−785−59.6%ReducedHolders
Q1 20261,317$607.1K0.3%−8−0.6%ReducedHolders
Q4 20251,325$750.4K0.4%−116−8.0%ReducedHolders
Q3 20251,441$644.5K0.4%−14−1.0%ReducedHolders
Q2 20251,455$790.7K0.5%+54+3.9%AddedHolders
Q1 20251,401$693.9K0.6%+90+6.9%AddedHolders
Q4 20241,311$684.3K0.5%+735+127.6%AddedHolders
Q3 2024576$283.0K0.2%−2,876−83.3%ReducedHolders
Q2 20243,452$1.54M1.3%+97+2.9%AddedHolders
Q1 20243,355$1.34M1.2%+241+7.7%AddedHolders
Q4 20233,114$1.05M1.0%–No prior filingHolders