Beacon Financial Planning’s Intuitive Surgical ISRG Stock Holding History

Beacon 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 Q1	$1.69M	Buy	3,663 +1,617	+79%	+$818K	0.65%	29
2025 Q4	$1.16M	Buy	2,046 +2	+0.1%	+$1.06K	0.56%	30
2025 Q3	$914K	Hold	2,044	–	–	0.47%	33
2025 Q2	$1.11M	Hold	2,044	–	–	0.62%	31
2025 Q1	$1.01M	Hold	2,044	–	–	0.58%	29
2024 Q4	$1.07M	Hold	2,044	–	–	0.62%	23
2024 Q3	$1M	Hold	2,044	–	–	0.62%	21
2024 Q2	$909K	Hold	2,044	–	–	0.62%	21
2024 Q1	$816K	Hold	2,044	–	–	0.57%	22
2023 Q4	$690K	Hold	2,044	–	–	0.54%	16
2023 Q3	$597K	Hold	2,044	–	–	0.52%	16
2023 Q2	$699K	Hold	2,044	–	–	0.59%	15
2023 Q1	$522K	Hold	2,044	–	–	0.49%	15
2022 Q4	$542K	Buy	+2,044	New	+$498K	0.56%	14

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beacon Financial Planning's ISRG Position: Q1 2026 in Review

Beacon Financial Planning increased its Intuitive Surgical (ISRG) stake by 79% in Q1 2026, buying an estimated $818K and bringing the position to 3,663 shares worth $1.69M. The position accounts for 0.65% of the portfolio, ranked #29.

Beacon Financial Planning first reported a position in ISRG in Q4 2022 and has held it in 14 quarters since. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Beacon Financial Planning held 3,663 shares of Intuitive Surgical worth $1.69M as of Q1 2026.
Beacon Financial Planning bought 1,617 Intuitive Surgical shares in Q1 2026, an estimated $818K.
Intuitive Surgical made up 0.65% of Beacon Financial Planning's portfolio in Q1 2026, its #29 holding.
Beacon Financial Planning first reported a position in Intuitive Surgical in Q4 2022 and has held it in 14 quarters since.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.