Total Wealth Planning’s Intuitive Surgical ISRG Stock Holding History

Total Wealth Planning’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
2025 Q4	–	Sell	-1,723	Closed	-$771K	–	67
2025 Q3	$771K	Buy	+1,723	New	+$827K	0.09%	69

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Total Wealth Planning's ISRG Position: Q4 2025 in Review

Total Wealth Planning sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 1,723 shares — an estimated $771K sold.

Total Wealth Planning first reported a position in ISRG in Q3 2025 and held it in 1 quarter. The position peaked at $771K in Q3 2025. 2,415 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

Total Wealth Planning reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
Total Wealth Planning sold 1,723 Intuitive Surgical shares in Q4 2025, an estimated $771K.
Total Wealth Planning first reported a position in Intuitive Surgical in Q3 2025 and held it in 1 quarter.
Total Wealth Planning's Intuitive Surgical position peaked at $771K in Q3 2025.
2,415 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.