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Spartan Planning & Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Spartan Planning & Wealth 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 		– Sell
-717
Closed -$406K – 81
2025
Q4 		$406K Buy
+717
New +$382K 0.3% 47
2025
Q3 		– Sell
-384
Closed -$209K – 82
2025
Q2 		$209K Buy
+384
New +$201K 0.18% 76

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Spartan Planning & Wealth Management's ISRG Position: Q1 2026 in Review

Spartan Planning & Wealth Management sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 717 shares — an estimated $406K sold.

Spartan Planning & Wealth Management first reported a position in ISRG in Q2 2025 and held it in 2 quarters. The position peaked at $406K in Q4 2025. 2,314 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Spartan Planning & Wealth Management reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 717 Intuitive Surgical shares in Q1 2026, an estimated $406K.
  • Spartan Planning & Wealth Management first reported a position in Intuitive Surgical in Q2 2025 and held it in 2 quarters.
  • Spartan Planning & Wealth Management's Intuitive Surgical position peaked at $406K in Q4 2025.
  • 2,314 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.