Next Level Wealth Planning’s Intuitive Surgical ISRG Stock Holding History

Next Level 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 Q3	$2.85K	Buy	+7	New	+$2.67K	﹤0.01%	431

Other funds holding ISRG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Next Level Wealth Planning's ISRG Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Intuitive Surgical (ISRG) in Q3 2026: 7 shares worth $2.85K. The stake represents ﹤0.01% of the portfolio and ranks #431 among its holdings.

1,245 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Next Level Wealth Planning held 7 shares of Intuitive Surgical worth $2.85K as of Q3 2026.
Intuitive Surgical was a new Next Level Wealth Planning position in Q3 2026.
Intuitive Surgical made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #431 holding.
1,245 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.