Plancorp LLC
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Plancorp LLC’s Intuitive Surgical ISRG Stock Holding History

Plancorp LLC’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 		$502K Buy
+1,161
New +$443K 0.01% 277
2026
Q1 		– Sell
-429
Closed -$243K – 388
2025
Q4 		$243K Buy
+429
New +$228K 0.01% 319
2025
Q3 		– Sell
-483
Closed -$262K – 388
2025
Q2 		$262K Buy
483
+4
+0.8% +$2.09K 0.01% 316
2025
Q1 		$237K Buy
479
+49
+11% +$27.1K 0.01% 319
2024
Q4 		$224K Buy
+430
New +$224K 0.01% 300

Other funds holding ISRG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Plancorp LLC's ISRG Position: Q3 2026 in Review

Plancorp LLC opened a new position in Intuitive Surgical (ISRG) in Q3 2026: 1,161 shares worth $502K. The stake represents 0.01% of the portfolio and ranks #277 among its holdings. This is a return to the name: Plancorp LLC previously reported a position in ISRG as recently as Q4 2025.

Plancorp LLC first reported a position in ISRG in Q4 2024 and has held it in 5 quarters since. 1,452 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Plancorp LLC held 1,161 shares of Intuitive Surgical worth $502K as of Q3 2026.
  • Intuitive Surgical was a new Plancorp LLC position in Q3 2026.
  • Intuitive Surgical made up 0.01% of Plancorp LLC's portfolio in Q3 2026, its #277 holding.
  • Plancorp LLC first reported a position in Intuitive Surgical in Q4 2024 and has held it in 5 quarters since.
  • 1,452 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.