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Meramec Financial Planners’s Intuitive Surgical ISRG Stock Holding History

Meramec Financial 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 		$5.71K Buy
16
+5
+45% +$2.18K ﹤0.01% 390
2026
Q1 		$5.12K Hold
11
– – ﹤0.01% 391
2025
Q4 		$5.37K Buy
+11
New +$5.86K ﹤0.01% 396

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Meramec Financial Planners increased its Intuitive Surgical (ISRG) stake by 45% in Q2 2026, buying an estimated $2.18K and bringing the position to 16 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Meramec Financial Planners first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. 2,240 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Meramec Financial Planners held 16 shares of Intuitive Surgical worth $5.71K as of Q2 2026.
  • Meramec Financial Planners bought 5 Intuitive Surgical shares in Q2 2026, an estimated $2.18K.
  • Intuitive Surgical made up ﹤0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #390 holding.
  • Meramec Financial Planners first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • 2,240 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.