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
2026 Q1	$247K	Buy	+9,500	New	+$4.81M	﹤0.01%	3579
2025 Q4	–	Sell	-9,500	Closed	-$380K	–	4008
2025 Q3	$380K	Hold	9,500	–	–	﹤0.01%	2958
2025 Q2	$158K	Sell	9,500 -6,600	-41%	-$3.45M	﹤0.01%	3313
2025 Q1	$886K	Buy	+16,100	New	+$8.9M	﹤0.01%	1813
2022 Q2	–	Sell	-900	Closed	-$3K	–	2408
2022 Q1	$3K	Buy	+900	New	+$263K	﹤0.01%	2279
2021 Q2	–	Sell	-1,800	Closed	-$1K	–	2322
2021 Q1	$1K	Hold	1,800	–	–	﹤0.01%	2588
2020 Q4	$1K	Buy	+1,800	New	+$447K	﹤0.01%	2322
2020 Q3	–	Sell	-1,800	Closed	-$4K	–	2210
2020 Q2	$4K	Buy	+1,800	New	+$323K	﹤0.01%	1921
2016 Q2	–	Sell	-900	Closed	-$2K	–	4432
2016 Q1	$2K	Buy	+900	New	+$55.8K	﹤0.01%	3953

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.