Center for Financial Planning’s Intuitive Surgical ISRG Stock Holding History

Center for 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	$182K	Hold	458	–	–	0.02%	179
2026 Q1	$211K	Hold	458	–	–	0.02%	169
2025 Q4	$259K	Hold	458	–	–	0.03%	151
2025 Q3	$205K	Hold	458	–	–	0.02%	168
2025 Q2	$249K	Hold	458	–	–	0.03%	147
2025 Q1	$227K	Hold	458	–	–	0.03%	147
2024 Q4	$239K	Buy	458 +200	+78%	+$104K	0.03%	138
2024 Q3	$127K	Hold	258	–	–	0.02%	171
2024 Q2	$115K	Hold	258	–	–	0.02%	172
2024 Q1	$103K	Hold	258	–	–	0.02%	180
2023 Q4	$87K	Hold	258	–	–	0.02%	180
2023 Q3	$75.4K	Hold	258	–	–	0.02%	184
2023 Q2	$88.2K	Hold	258	–	–	0.02%	179
2023 Q1	$65.9K	Hold	258	–	–	0.02%	193
2022 Q4	$68.5K	Sell	258 -2	-0.8%	-$488	0.02%	190
2022 Q3	$49K	Sell	260 -17	-6%	-$3.65K	0.01%	210
2022 Q2	$56K	Buy	277 +16	+6%	+$3.75K	0.01%	210
2022 Q1	$79K	Hold	261	–	–	0.02%	192
2021 Q4	$94K	Buy	261 +3	+1%	+$1.03K	0.02%	178
2021 Q3	$85K	Hold	258	–	–	0.02%	174
2021 Q2	$79K	Buy	258 +195	+310%	+$54.7K	0.02%	178
2021 Q1	$16K	Hold	63	–	–	﹤0.01%	327
2020 Q4	$17K	Hold	63	–	–	﹤0.01%	302
2020 Q3	$15K	Hold	63	–	–	﹤0.01%	283
2020 Q2	$12K	Hold	63	–	–	﹤0.01%	298
2020 Q1	$10K	Hold	63	–	–	﹤0.01%	324
2019 Q4	$12K	Buy	+63	New	+$11.8K	﹤0.01%	297

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Center for Financial Planning's ISRG Position: Q2 2026 in Review

Center for Financial Planning held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 458 shares worth $182K. The position accounts for 0.02% of the portfolio, ranked #179.

Center for Financial Planning first reported a position in ISRG in Q4 2019 and has held it in 27 quarters since. The position peaked at $259K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Center for Financial Planning held 458 shares of Intuitive Surgical worth $182K as of Q2 2026.
Center for Financial Planning left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #179 holding.
Center for Financial Planning first reported a position in Intuitive Surgical in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Intuitive Surgical position peaked at $259K in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.