CPL
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Capital & Planning LLC’s Intuitive Surgical ISRG Stock Holding History

Capital & 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
2025
Q1 		– Sell
-7
Closed -$3.65K – 102
2024
Q4 		$3.65K Buy
+7
New +$3.65K ﹤0.01% 133

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital & Planning LLC's ISRG Position: Q1 2025 in Review

Capital & Planning LLC sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 7 shares — an estimated $3.65K sold.

Capital & Planning LLC first reported a position in ISRG in Q4 2024 and held it in 1 quarter. The position peaked at $3.65K in Q4 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Capital & Planning LLC reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
  • Capital & Planning LLC sold 7 Intuitive Surgical shares in Q1 2025, an estimated $3.65K.
  • Capital & Planning LLC first reported a position in Intuitive Surgical in Q4 2024 and held it in 1 quarter.
  • Capital & Planning LLC's Intuitive Surgical position peaked at $3.65K in Q4 2024.
  • 2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.