Plato Investment Management’s Intuitive Surgical ISRG Stock Holding History

Plato Investment Management’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	$5.01M	Buy	10,851 +181	+2%	+$91.6K	0.34%	65
2025 Q4	$6.07M	Hold	10,670	–	–	0.4%	52
2025 Q3	$4.74M	Buy	10,670 +333	+3%	+$160K	0.32%	69
2025 Q2	$5.6M	Buy	10,337 +7	+0.1%	+$3.66K	0.42%	46
2025 Q1	$5.17M	Buy	10,330 +2,486	+32%	+$1.37M	0.44%	45
2024 Q4	$4.11M	Buy	7,844 +284	+4%	+$148K	0.3%	77
2024 Q3	$3.71M	Sell	7,560 -3	-0%	-$1.4K	0.3%	82
2024 Q2	$3.36M	Hold	7,563	–	–	0.31%	71
2024 Q1	$3.02M	Buy	7,563 +6,717	+794%	+$2.54M	0.31%	82
2023 Q4	$285K	Buy	+846	New	+$252K	0.35%	77

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

Plato Investment Management's ISRG Position: Q1 2026 in Review

Plato Investment Management increased its Intuitive Surgical (ISRG) stake by 1.7% in Q1 2026, buying an estimated $91.6K and bringing the position to 10,851 shares worth $5.01M. The position accounts for 0.34% of the portfolio, ranked #65.

Plato Investment Management first reported a position in ISRG in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.07M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Plato Investment Management held 10,851 shares of Intuitive Surgical worth $5.01M as of Q1 2026.
Plato Investment Management bought 181 Intuitive Surgical shares in Q1 2026, an estimated $91.6K.
Intuitive Surgical made up 0.34% of Plato Investment Management's portfolio in Q1 2026, its #65 holding.
Plato Investment Management first reported a position in Intuitive Surgical in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Intuitive Surgical position peaked at $6.07M in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.