Falcon Wealth Planning’s Intuitive Surgical ISRG Stock Holding History

Falcon Wealth 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	$2.21M	Sell	5,560 -98	-2%	-$42.8K	0.14%	58
2026 Q1	$2.61M	Sell	5,658 -172	-3%	-$87K	0.18%	48
2025 Q4	$3.3M	Buy	5,830 +101	+2%	+$53.8K	0.28%	37
2025 Q3	$2.56M	Sell	5,729 -46	-0.8%	-$22.1K	0.23%	44
2025 Q2	$3.14M	Buy	5,775 +45	+0.8%	+$23.5K	0.32%	36
2025 Q1	$2.84M	Buy	5,730 +27	+0.5%	+$14.9K	0.32%	35
2024 Q4	$2.98M	Buy	5,703 +10	+0.2%	+$5.21K	0.33%	36
2024 Q3	$2.8M	Buy	5,693 +23	+0.4%	+$10.7K	0.33%	34
2024 Q2	$2.52M	Sell	5,670 -510	-8%	-$203K	0.33%	33
2024 Q1	$2.47M	Buy	6,180 +4	+0.1%	+$1.51K	0.39%	31
2023 Q4	$2.08M	Buy	+6,176	New	+$1.84M	0.36%	36

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

Falcon Wealth Planning's ISRG Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Intuitive Surgical (ISRG) stake by 1.7% in Q2 2026, selling an estimated $42.8K and leaving 5,560 shares worth $2.21M. The position accounts for 0.14% of the portfolio, ranked #58.

Falcon Wealth Planning first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.3M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Falcon Wealth Planning held 5,560 shares of Intuitive Surgical worth $2.21M as of Q2 2026.
Falcon Wealth Planning sold 98 Intuitive Surgical shares in Q2 2026, an estimated $42.8K.
Intuitive Surgical made up 0.14% of Falcon Wealth Planning's portfolio in Q2 2026, its #58 holding.
Falcon Wealth Planning first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
Falcon Wealth Planning's Intuitive Surgical position peaked at $3.3M in Q4 2025.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.