Planning Alternatives’s Intuitive Surgical ISRG Stock Holding History

Planning Alternatives’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	-1,340	Closed	-$759K	–	114
2025 Q4	$759K	Buy	+1,340	New	+$713K	0.1%	46

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Planning Alternatives's ISRG Position: Q1 2026 in Review

Planning Alternatives sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 1,340 shares — an estimated $759K sold.

Planning Alternatives first reported a position in ISRG in Q4 2025 and held it in 1 quarter. The position peaked at $759K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Planning Alternatives reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
Planning Alternatives sold 1,340 Intuitive Surgical shares in Q1 2026, an estimated $759K.
Planning Alternatives first reported a position in Intuitive Surgical in Q4 2025 and held it in 1 quarter.
Planning Alternatives's Intuitive Surgical position peaked at $759K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Planning Alternatives's 13F filing for Q1 2026, filed 7 May 2026.