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 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	$9.85M	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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Strategic Planning Group's ISRG Position: Q2 2026 in Review

Strategic Planning Group increased its Intuitive Surgical (ISRG) stake by 7% in Q2 2026, buying an estimated $563K and bringing the position to 19,668 shares worth $7.82M. The position accounts for 0.85% of the portfolio, ranked #39.

Strategic Planning Group first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.85M in Q3 2025. 427 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Strategic Planning Group held 19,668 shares of Intuitive Surgical worth $7.82M as of Q2 2026.
Strategic Planning Group bought 1,289 Intuitive Surgical shares in Q2 2026, an estimated $563K.
Intuitive Surgical made up 0.85% of Strategic Planning Group's portfolio in Q2 2026, its #39 holding.
Strategic Planning Group first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
Strategic Planning Group's Intuitive Surgical position peaked at $9.85M in Q3 2025.
427 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.