Planning Center Inc’s Intuitive Surgical ISRG Stock Holding History

Planning Center Inc’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	$478K	Buy	1,202 +1	+0.1%	+$437	0.05%	51
2026 Q1	$554K	Hold	1,201	–	–	0.06%	43
2025 Q4	$680K	Hold	1,201	–	–	0.07%	38
2025 Q3	$537K	Hold	1,201	–	–	0.06%	44
2025 Q2	$653K	Hold	1,201	–	–	0.07%	37
2025 Q1	$595K	Hold	1,201	–	–	0.07%	39
2024 Q4	$627K	Sell	1,201 -16	-1%	-$8.33K	0.08%	37
2024 Q3	$598K	Buy	1,217 +16	+1%	+$7.45K	0.07%	38
2024 Q2	$534K	Hold	1,201	–	–	0.07%	38
2024 Q1	$479K	Hold	1,201	–	–	0.1%	34
2023 Q4	$405K	Sell	1,201 -6	-0.5%	-$1.79K	0.09%	40
2023 Q3	$353K	Hold	1,207	–	–	0.09%	44
2023 Q2	$413K	Buy	1,207 +7	+0.6%	+$2.12K	0.1%	36
2023 Q1	$320K	Hold	1,200	–	–	0.09%	45
2022 Q4	$318K	Buy	+1,200	New	+$293K	0.1%	48

Other funds holding ISRG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Planning Center Inc's ISRG Position: Q2 2026 in Review

Planning Center Inc increased its Intuitive Surgical (ISRG) stake by 0.08% in Q2 2026, buying an estimated $437 and bringing the position to 1,202 shares worth $478K. The position accounts for 0.05% of the portfolio, ranked #51.

Planning Center Inc first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $680K in Q4 2025. 955 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Planning Center Inc held 1,202 shares of Intuitive Surgical worth $478K as of Q2 2026.
Planning Center Inc bought 1 Intuitive Surgical share in Q2 2026, an estimated $437.
Intuitive Surgical made up 0.05% of Planning Center Inc's portfolio in Q2 2026, its #51 holding.
Planning Center Inc first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
Planning Center Inc's Intuitive Surgical position peaked at $680K in Q4 2025.
955 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.