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Action Point Financial Planning’s Intuitive Surgical ISRG Stock Holding History

Action Point Financial Planning’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
Q2 		$118K Buy
+300
New +$131K 0.01% 557

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Action Point Financial Planning's ISRG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 300 shares worth $118K. The stake represents 0.01% of the portfolio and ranks #557 among its holdings.

2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Action Point Financial Planning held 300 shares of Intuitive Surgical worth $118K as of Q2 2026.
  • Intuitive Surgical was a new Action Point Financial Planning position in Q2 2026.
  • Intuitive Surgical made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #557 holding.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.