SEC 13F Intelligence

Vivid Wealth Management, LLC / ISRG

Vivid Wealth Management, LLC’s Intuitive Surgical Inc Position

Does Vivid Wealth Management, LLC own Intuitive Surgical Inc (ISRG)? Not currently — the last reported position was 4.8K shares worth $3M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q2 2025
Shares
4.8K
% of Portfolio
+1.16%
Quarters Held
7
position exited

Position History ISRG

Reported value by quarter
Q4 ’23: $521,896Q4 ’23Q1 ’24: $625,773Q1 ’24Q2 ’24: $2MQ2 ’24Q3 ’24: $3MQ3 ’24Q4 ’24: $3MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $3MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20254.8K$3M+1.16%
Q1 20254.9K$2M+1.22%
Q4 20244.9K$3M+1.29%
Q3 20245.1K$3M+1.32%
Q2 20244.9K$2M+1.21%
Q1 20241.6K$625,773+0.39%
Q4 20231.5K$521,896+0.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vivid Wealth Management, LLC’s full portfolio or all institutional holders of ISRG.