Creative Planning’s Intuitive Surgical ISRG Stock Holding History

Creative 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
2025 Q4	–	Sell	-200	Closed	-$5.95K	–	4007
2025 Q3	$5.95K	Buy	+200	New	+$96K	﹤0.01%	3856
2022 Q3	–	Sell	-400	Closed	-$7K	–	2383
2022 Q2	$7K	Buy	+400	New	+$93.8K	﹤0.01%	2212
2020 Q2	–	Sell	-1,200	Closed	-$18K	–	2070
2020 Q1	$18K	Buy	+1,200	New	+$220K	﹤0.01%	1733
2019 Q4	–	Sell	-300	Closed	-$12K	–	2057
2019 Q3	$12K	Sell	300 -2,700	-90%	-$467K	﹤0.01%	1889
2019 Q2	$64K	Buy	+3,000	New	+$514K	﹤0.01%	1791
2018 Q2	–	Sell	-300	Closed	-$5K	–	2119
2018 Q1	$5K	Buy	+300	New	+$41.9K	﹤0.01%	1960
2017 Q1	–	Sell	-1,800	Closed	-$2K	–	4784
2016 Q4	$2K	Hold	1,800	–	–	﹤0.01%	4274
2016 Q3	$17K	Buy	+1,800	New	+$138K	﹤0.01%	3157
2015 Q2	–	Sell	-2,700	Closed	-$3K	–	2034
2015 Q1	$3K	Buy	+2,700	New	+$153K	﹤0.01%	3748

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

Creative Planning's ISRG Position: Q1 2026 in Review

Creative Planning increased its Intuitive Surgical (ISRG) stake by 12% in Q1 2026, buying an estimated $6.79M and bringing the position to 125,675 shares worth $57.9M. The position accounts for 0.04% of the portfolio, ranked #192.

Creative Planning first reported a position in ISRG in Q2 2013 and has held it in 51 quarters since. The position peaked at $63.6M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Creative Planning held 125,675 shares of Intuitive Surgical worth $57.9M as of Q1 2026.
Creative Planning bought 13,420 Intuitive Surgical shares in Q1 2026, an estimated $6.79M.
Intuitive Surgical made up 0.04% of Creative Planning's portfolio in Q1 2026, its #192 holding.
Creative Planning first reported a position in Intuitive Surgical in Q2 2013 and has held it in 51 quarters since.
Creative Planning's Intuitive Surgical position peaked at $63.6M in Q4 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.