Creative Financial Designs’s Intuitive Surgical ISRG Stock Holding History

Creative Financial Designs’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	$1.49M	Buy	3,754 +1,265	+51%	+$553K	0.07%	229
2026 Q1	$1.15M	Buy	2,489 +2,242	+908%	+$1.13M	0.07%	217
2025 Q4	$140K	Buy	247 +12	+5%	+$6.39K	0.01%	570
2025 Q3	$105K	Sell	235 -241	-51%	-$116K	0.01%	634
2025 Q2	$259K	Sell	476 -3	-0.6%	-$1.57K	0.02%	438
2025 Q1	$237K	Sell	479 -15	-3%	-$8.29K	0.02%	406
2024 Q4	$258K	Sell	494 -196	-28%	-$102K	0.02%	387
2024 Q3	$339K	Sell	690 -295	-30%	-$137K	0.03%	344
2024 Q2	$438K	Buy	985 +101	+11%	+$40.2K	0.04%	295
2024 Q1	$353K	Buy	884 +60	+7%	+$22.7K	0.03%	312
2023 Q4	$278K	Buy	824 +755	+1,094%	+$225K	0.03%	324
2023 Q3	$20.2K	Hold	69	–	–	﹤0.01%	851
2023 Q2	$23.6K	Buy	+69	New	+$20.9K	﹤0.01%	808
2022 Q4	–	Sell	-18	Closed	-$3K	–	1327
2022 Q3	$3K	Sell	18 -15	-45%	-$3.22K	﹤0.01%	1115
2022 Q2	$7K	Hold	33	–	–	﹤0.01%	938
2022 Q1	$10K	Sell	33 -117	-78%	-$34.2K	﹤0.01%	903
2021 Q4	$54K	Sell	150 -288	-66%	-$99.1K	0.01%	558
2021 Q3	$145K	Sell	438 -6	-1%	-$2.02K	0.02%	373
2021 Q2	$136K	Hold	444	–	–	0.02%	384
2021 Q1	$109K	Buy	444 +141	+47%	+$35.5K	0.02%	401
2020 Q4	$83K	Hold	303	–	–	0.02%	414
2020 Q3	$72K	Hold	303	–	–	0.02%	401
2020 Q2	$58K	Buy	+303	New	+$54.3K	0.02%	397
2019 Q2	–	Sell	-90	Closed	-$17K	–	575
2019 Q1	$17K	Hold	90	–	–	0.01%	327
2018 Q4	$14K	Hold	90	–	–	0.01%	322
2018 Q3	$17K	Buy	+90	New	+$16K	0.01%	358

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Creative Financial Designs's ISRG Position: Q2 2026 in Review

Creative Financial Designs increased its Intuitive Surgical (ISRG) stake by 51% in Q2 2026, buying an estimated $553K and bringing the position to 3,754 shares worth $1.49M. The position accounts for 0.07% of the portfolio, ranked #229.

Creative Financial Designs first reported a position in ISRG in Q3 2018 and has held it in 26 quarters since. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Creative Financial Designs held 3,754 shares of Intuitive Surgical worth $1.49M as of Q2 2026.
Creative Financial Designs bought 1,265 Intuitive Surgical shares in Q2 2026, an estimated $553K.
Intuitive Surgical made up 0.07% of Creative Financial Designs's portfolio in Q2 2026, its #229 holding.
Creative Financial Designs first reported a position in Intuitive Surgical in Q3 2018 and has held it in 26 quarters since.
2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.