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PDS Planning’s Intuitive Surgical ISRG Stock Holding History

PDS 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 		$793K Sell
1,995
-419
-17% -$183K 0.05% 195
2026
Q1 		$1.11M Buy
2,414
+105
+5% +$53.1K 0.07% 123
2025
Q4 		$1.31M Buy
2,309
+239
+12% +$127K 0.09% 109
2025
Q3 		$926K Sell
2,070
-194
-9% -$93.1K 0.06% 141
2025
Q2 		$1.23M Buy
2,264
+675
+42% +$353K 0.09% 103
2025
Q1 		$787K Buy
1,589
+204
+15% +$113K 0.07% 140
2024
Q4 		$723K Buy
1,385
+51
+4% +$26.6K 0.06% 131
2024
Q3 		$655K Buy
1,334
+43
+3% +$20K 0.06% 146
2024
Q2 		$574K Sell
1,291
-96
-7% -$38.2K 0.06% 146
2024
Q1 		$554K Buy
1,387
+44
+3% +$16.6K 0.06% 147
2023
Q4 		$453K Buy
1,343
+58
+5% +$17.3K 0.05% 164
2023
Q3 		$376K Buy
1,285
+24
+2% +$7.5K 0.05% 175
2023
Q2 		$431K Buy
1,261
+214
+20% +$64.7K 0.06% 155
2023
Q1 		$267K Buy
1,047
+261
+33% +$64.3K 0.04% 218
2022
Q4 		$209K Buy
+786
New +$192K 0.03% 198
2022
Q2 		– Sell
-702
Closed -$212K – 233
2022
Q1 		$212K Buy
+702
New +$205K 0.04% 200

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

PDS Planning's ISRG Position: Q2 2026 in Review

PDS Planning reduced its Intuitive Surgical (ISRG) stake by 17% in Q2 2026, selling an estimated $183K and leaving 1,995 shares worth $793K. The position accounts for 0.05% of the portfolio, ranked #195.

PDS Planning first reported a position in ISRG in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.31M in Q4 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • PDS Planning held 1,995 shares of Intuitive Surgical worth $793K as of Q2 2026.
  • PDS Planning sold 419 Intuitive Surgical shares in Q2 2026, an estimated $183K.
  • Intuitive Surgical made up 0.05% of PDS Planning's portfolio in Q2 2026, its #195 holding.
  • PDS Planning first reported a position in Intuitive Surgical in Q1 2022 and has held it in 16 quarters since.
  • PDS Planning's Intuitive Surgical position peaked at $1.31M in Q4 2025.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.