Strategic Planning Group’s Intuitive Surgical ISRG Stock Holding History

Strategic 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	$8.28M	Buy	20,358 +690	+4%	+$263K	0.86%	42
2026 Q2	$7.82M	Buy	19,668 +1,289	+7%	+$563K	0.85%	39
2026 Q1	$8.47M	Buy	18,379 +5,134	+39%	+$2.6M	1.18%	31
2025 Q4	$7.5M	Sell	13,245 -8,774	-40%	-$4.67M	0.97%	41
2025 Q3	$9.8M	Buy	22,019 +8,993	+69%	+$4.32M	1.33%	24
2025 Q2	$7.08M	Buy	13,026 +717	+6%	+$375K	1.15%	27
2025 Q1	$6.1M	Sell	12,309 -890	-7%	-$492K	1.19%	26
2024 Q4	$6.89M	Buy	13,199 +333	+3%	+$173K	1.27%	24
2024 Q3	$6.32M	Buy	12,866 +557	+5%	+$259K	1.25%	25
2024 Q2	$5.48M	Buy	12,309 +1,151	+10%	+$458K	1.2%	28
2024 Q1	$4.45M	Buy	11,158 +1,342	+14%	+$507K	1.11%	22
2023 Q4	$3.31M	Buy	+9,816	New	+$2.93M	1.1%	25

Other funds holding ISRG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Strategic Planning Group's ISRG Position: Q3 2026 in Review

Strategic Planning Group increased its Intuitive Surgical (ISRG) stake by 3.5% in Q3 2026, buying an estimated $263K and bringing the position to 20,358 shares worth $8.28M. The position accounts for 0.86% of the portfolio, ranked #42.

Strategic Planning Group first reported a position in ISRG in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.8M in Q3 2025. 1,245 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Strategic Planning Group held 20,358 shares of Intuitive Surgical worth $8.28M as of Q3 2026.
Strategic Planning Group bought 690 Intuitive Surgical shares in Q3 2026, an estimated $263K.
Intuitive Surgical made up 0.86% of Strategic Planning Group's portfolio in Q3 2026, its #42 holding.
Strategic Planning Group first reported a position in Intuitive Surgical in Q4 2023 and has held it in 12 quarters since.
Strategic Planning Group's Intuitive Surgical position peaked at $9.8M in Q3 2025.
1,245 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Strategic Planning Group's 13F filing for Q3 2026, filed 22 Oct 2026.