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 Q2	$224K	Sell	6,300 -3,200	-34%	-$1.4M	﹤0.01%	3797
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Planning's ISRG Position: Q2 2026 in Review

Creative Planning increased its Intuitive Surgical (ISRG) stake by 9.4% in Q2 2026, buying an estimated $5.17M and bringing the position to 137,514 shares worth $54.7M. The position accounts for 0.03% of the portfolio, ranked #223.

Creative Planning first reported a position in ISRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $63.6M in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Creative Planning held 137,514 shares of Intuitive Surgical worth $54.7M as of Q2 2026.
Creative Planning bought 11,839 Intuitive Surgical shares in Q2 2026, an estimated $5.17M.
Intuitive Surgical made up 0.03% of Creative Planning's portfolio in Q2 2026, its #223 holding.
Creative Planning first reported a position in Intuitive Surgical in Q2 2013 and has held it in 52 quarters since.
Creative Planning's Intuitive Surgical position peaked at $63.6M in Q4 2025.
2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.