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S.E.E.D. Planning Group’s Intuitive Surgical ISRG Stock Holding History

S.E.E.D. Planning Group’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
Q3 		$13.7M Buy
33,613
+4,901
+17% +$1.87M 3.35% 9
2026
Q2 		$11.4M Buy
+28,712
New +$12.5M 3.01% 15

Other funds holding ISRG

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return

S.E.E.D. Planning Group's ISRG Position: Q3 2026 in Review

S.E.E.D. Planning Group increased its Intuitive Surgical (ISRG) stake by 17% in Q3 2026, buying an estimated $1.87M and bringing the position to 33,613 shares worth $13.7M. The position accounts for 3.35% of the portfolio, ranked #9.

S.E.E.D. Planning Group first reported a position in ISRG in Q2 2026 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • S.E.E.D. Planning Group held 33,613 shares of Intuitive Surgical worth $13.7M as of Q3 2026.
  • S.E.E.D. Planning Group bought 4,901 Intuitive Surgical shares in Q3 2026, an estimated $1.87M.
  • Intuitive Surgical made up 3.35% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #9 holding.
  • S.E.E.D. Planning Group first reported a position in Intuitive Surgical in Q2 2026 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.