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United Financial Planning Group’s Intuitive Surgical ISRG Stock Holding History

United Financial 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 		$4.77K Sell
12
-6
-33% -$2.62K ﹤0.01% 379
2026
Q1 		$8.3K Buy
18
+9
+100% +$4.55K ﹤0.01% 240
2025
Q4 		$5.1K Buy
+9
New +$4.79K ﹤0.01% 272

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

United Financial Planning Group's ISRG Position: Q2 2026 in Review

United Financial Planning Group reduced its Intuitive Surgical (ISRG) stake by 33% in Q2 2026, selling an estimated $2.62K and leaving 12 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

United Financial Planning Group first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.3K in Q1 2026. 2,246 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • United Financial Planning Group held 12 shares of Intuitive Surgical worth $4.77K as of Q2 2026.
  • United Financial Planning Group sold 6 Intuitive Surgical shares in Q2 2026, an estimated $2.62K.
  • Intuitive Surgical made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #379 holding.
  • United Financial Planning Group first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Intuitive Surgical position peaked at $8.3K in Q1 2026.
  • 2,246 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.