Essential Planning’s Intuitive Surgical ISRG Stock Holding History

Essential 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 Q1	–	Sell	-8,230	Closed	-$4.28M	–	184
2024 Q4	$4.28M	Buy	+8,230	New	+$4.29M	0.03%	133

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Essential Planning's ISRG Position: Q1 2025 in Review

Essential Planning sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 8,230 shares — an estimated $4.28M sold.

Essential Planning first reported a position in ISRG in Q4 2024 and held it in 1 quarter. The position peaked at $4.28M in Q4 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

Essential Planning reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 8,230 Intuitive Surgical shares in Q1 2025, an estimated $4.28M.
Essential Planning first reported a position in Intuitive Surgical in Q4 2024 and held it in 1 quarter.
Essential Planning's Intuitive Surgical position peaked at $4.28M in Q4 2024.
2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.