Superior Planning, LLC’s Intuitive Surgical ISRG Stock Holding History

Superior Planning, LLC’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$39.4K	Buy	+97	New	+$37K	0.02%	442

Other funds holding ISRG

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Superior Planning, LLC's ISRG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Intuitive Surgical (ISRG) in Q3 2026: 97 shares worth $39.4K. The stake represents 0.02% of the portfolio and ranks #442 among its holdings.

1,654 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Superior Planning, LLC held 97 shares of Intuitive Surgical worth $39.4K as of Q3 2026.
Intuitive Surgical was a new Superior Planning, LLC position in Q3 2026.
Intuitive Surgical made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #442 holding.
1,654 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.