PL
ISRG icon

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
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

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

Plancorp LLC's ISRG Position: Q1 2026 in Review

Plancorp LLC sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 429 shares — an estimated $243K sold.

Plancorp LLC first reported a position in ISRG in Q4 2024 and held it in 4 quarters. The position peaked at $262K in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Plancorp LLC reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Plancorp LLC sold 429 Intuitive Surgical shares in Q1 2026, an estimated $243K.
  • Plancorp LLC first reported a position in Intuitive Surgical in Q4 2024 and held it in 4 quarters.
  • Plancorp LLC's Intuitive Surgical position peaked at $262K in Q2 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Plancorp LLC's 13F filing for Q1 2026, filed 14 Apr 2026.