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Pinnacle Wealth Planning Services’s Intuitive Surgical ISRG Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$1.21M Buy
2,624
+3
+0.1% +$1.52K 0.13% 90
2025
Q4 		$1.48M Sell
2,621
-1
-0% -$532 0.16% 75
2025
Q3 		$1.17M Sell
2,622
-3
-0.1% -$1.44K 0.14% 89
2025
Q2 		$1.43M Buy
2,625
+441
+20% +$231K 0.19% 67
2025
Q1 		$1.08M Buy
2,184
+83
+4% +$45.9K 0.16% 80
2024
Q4 		$1.1M Sell
2,101
-462
-18% -$241K 0.16% 72
2024
Q3 		$1.26M Sell
2,563
-230
-8% -$107K 0.17% 78
2024
Q2 		$1.24M Buy
2,793
+46
+2% +$18.3K 0.18% 79
2024
Q1 		$1.1M Buy
2,747
+14
+0.5% +$5.29K 0.16% 91
2023
Q4 		$922K Buy
2,733
+239
+10% +$71.2K 0.14% 97
2023
Q3 		$729K Sell
2,494
-93
-4% -$29K 0.12% 110
2023
Q2 		$885K Buy
2,587
+190
+8% +$57.5K 0.14% 98
2023
Q1 		$612K Sell
2,397
-26
-1% -$6.41K 0.1% 142
2022
Q4 		$643K Sell
2,423
-24
-1% -$5.85K 0.11% 126
2022
Q3 		$459K Sell
2,447
-49
-2% -$10.5K 0.08% 154
2022
Q2 		$501K Buy
2,496
+141
+6% +$33.1K 0.09% 153
2022
Q1 		$710K Buy
2,355
+101
+4% +$29.5K 0.13% 124
2021
Q4 		$810K Buy
2,254
+523
+30% +$180K 0.16% 97
2021
Q3 		$574K Buy
1,731
+3
+0.2% +$1.01K 0.13% 123
2021
Q2 		$530K Buy
1,728
+168
+11% +$47.1K 0.12% 128
2021
Q1 		$384K Sell
1,560
-69
-4% -$17.4K 0.1% 174
2020
Q4 		$444K Sell
1,629
-108
-6% -$26.8K 0.11% 126
2020
Q3 		$411K Buy
1,737
+63
+4% +$14.1K 0.14% 117
2020
Q2 		$318K Sell
1,674
-198
-11% -$35.5K 0.1% 152
2020
Q1 		$308K Buy
1,872
+336
+22% +$61.5K 0.15% 134
2019
Q4 		$302K Buy
1,536
+219
+17% +$41K 0.14% 151
2019
Q3 		$237K Buy
+1,317
New +$228K 0.13% 155
2019
Q1 		– Sell
-1,410
Closed -$225K – 176
2018
Q4 		$225K Sell
1,410
-63
-4% -$10.7K 0.14% 115
2018
Q3 		$282K Sell
1,473
-63
-4% -$11.2K 0.26% 125
2018
Q2 		$245K Sell
1,536
-30
-2% -$4.58K 0.24% 136
2018
Q1 		$216K Buy
+1,566
New +$219K 0.22% 153

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's ISRG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Intuitive Surgical (ISRG) stake by 0.11% in Q1 2026, buying an estimated $1.52K and bringing the position to 2,624 shares worth $1.21M. The position accounts for 0.13% of the portfolio, ranked #90.

Pinnacle Wealth Planning Services first reported a position in ISRG in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.48M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,624 shares of Intuitive Surgical worth $1.21M as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 3 Intuitive Surgical shares in Q1 2026, an estimated $1.52K.
  • Intuitive Surgical made up 0.13% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #90 holding.
  • Pinnacle Wealth Planning Services first reported a position in Intuitive Surgical in Q1 2018 and has held it in 31 quarters since.
  • Pinnacle Wealth Planning Services's Intuitive Surgical position peaked at $1.48M in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.