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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
Q2 		$4.31M Buy
10,914
+63
+0.6% +$27.5K 0.25% 90
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Plato Investment Management's ISRG Position: Q2 2026 in Review

Plato Investment Management increased its Intuitive Surgical (ISRG) stake by 0.58% in Q2 2026, buying an estimated $27.5K and bringing the position to 10,914 shares worth $4.31M. The position accounts for 0.25% of the portfolio, ranked #90.

Plato Investment Management first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.07M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Plato Investment Management held 10,914 shares of Intuitive Surgical worth $4.31M as of Q2 2026.
  • Plato Investment Management bought 63 Intuitive Surgical shares in Q2 2026, an estimated $27.5K.
  • Intuitive Surgical made up 0.25% of Plato Investment Management's portfolio in Q2 2026, its #90 holding.
  • Plato Investment Management first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Intuitive Surgical position peaked at $6.07M in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.