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Asset Planning Inc’s Intuitive Surgical ISRG Stock Holding History

Asset Planning Inc’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
2025
Q4 		– Sell
-9
Closed -$4.03K – 299
2025
Q3 		$4.03K Hold
9
– – ﹤0.01% 259
2025
Q2 		$4.89K Hold
9
– – ﹤0.01% 248
2025
Q1 		$4.46K Hold
9
– – ﹤0.01% 264
2024
Q4 		$4.7K Buy
+9
New +$4.69K ﹤0.01% 266

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Asset Planning Inc's ISRG Position: Q4 2025 in Review

Asset Planning Inc sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 9 shares — an estimated $4.03K sold.

Asset Planning Inc first reported a position in ISRG in Q4 2024 and held it in 4 quarters. The position peaked at $4.89K in Q2 2025. 2,415 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • Asset Planning Inc reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
  • Asset Planning Inc sold 9 Intuitive Surgical shares in Q4 2025, an estimated $4.03K.
  • Asset Planning Inc first reported a position in Intuitive Surgical in Q4 2024 and held it in 4 quarters.
  • Asset Planning Inc's Intuitive Surgical position peaked at $4.89K in Q2 2025.
  • 2,415 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Asset Planning Inc's 13F filing for Q4 2025, filed 3 Feb 2026.