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Financial Life Planners’s Intuitive Surgical ISRG Stock Holding History

Financial Life Planners’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 		$74.8K Sell
188
-9
-5% -$3.93K 0.05% 102
2026
Q1 		$90.8K Buy
+197
New +$99.7K 0.07% 85
2025
Q4 		– Sell
-197
Closed -$88.1K – 179
2025
Q3 		$88.1K Buy
+197
New +$94.5K 0.06% 97
2025
Q2 		– Sell
-253
Closed -$125K – 68
2025
Q1 		$125K Buy
253
+97
+62% +$53.6K 0.12% 68
2024
Q4 		$81.4K Buy
+156
New +$81.3K 0.07% 92

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Financial Life Planners's ISRG Position: Q2 2026 in Review

Financial Life Planners reduced its Intuitive Surgical (ISRG) stake by 4.6% in Q2 2026, selling an estimated $3.93K and leaving 188 shares worth $74.8K. The position accounts for 0.05% of the portfolio, ranked #102.

Financial Life Planners first reported a position in ISRG in Q4 2024 and has held it in 5 quarters since. The position peaked at $125K in Q1 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Financial Life Planners held 188 shares of Intuitive Surgical worth $74.8K as of Q2 2026.
  • Financial Life Planners sold 9 Intuitive Surgical shares in Q2 2026, an estimated $3.93K.
  • Intuitive Surgical made up 0.05% of Financial Life Planners's portfolio in Q2 2026, its #102 holding.
  • Financial Life Planners first reported a position in Intuitive Surgical in Q4 2024 and has held it in 5 quarters since.
  • Financial Life Planners's Intuitive Surgical position peaked at $125K in Q1 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.