Vertex Planning Partners’s Intuitive Surgical ISRG Stock Holding History

Vertex Planning Partners’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	$355K	Sell	770 -8	-1%	-$4.05K	0.07%	99
2025 Q4	$441K	Sell	778 -109	-12%	-$58K	0.1%	79
2025 Q3	$397K	Sell	887 -30	-3%	-$14.4K	0.08%	136
2025 Q2	$498K	Buy	917 +21	+2%	+$11K	0.1%	107
2025 Q1	$444K	Buy	896 +45	+5%	+$24.9K	0.1%	113
2024 Q4	$444K	Buy	851 +30	+4%	+$15.6K	0.1%	117
2024 Q3	$403K	Buy	821 +2	+0.2%	+$931	0.1%	108
2024 Q2	$364K	Buy	819 +11	+1%	+$4.38K	0.09%	108
2024 Q1	$322K	Sell	808 -4	-0.5%	-$1.51K	0.09%	119
2023 Q4	$274K	Buy	812 +13	+2%	+$3.88K	0.08%	123
2023 Q3	$234K	Sell	799 -2	-0.2%	-$625	0.08%	122
2023 Q2	$274K	Buy	+801	New	+$242K	0.09%	115
2023 Q1	–	Sell	-1,114	Closed	-$296K	–	135
2022 Q4	$296K	Buy	+1,114	New	+$272K	0.12%	107

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vertex Planning Partners's ISRG Position: Q1 2026 in Review

Vertex Planning Partners reduced its Intuitive Surgical (ISRG) stake by 1% in Q1 2026, selling an estimated $4.05K and leaving 770 shares worth $355K. The position accounts for 0.07% of the portfolio, ranked #99.

Vertex Planning Partners first reported a position in ISRG in Q4 2022 and has held it in 13 quarters since. The position peaked at $498K in Q2 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Vertex Planning Partners held 770 shares of Intuitive Surgical worth $355K as of Q1 2026.
Vertex Planning Partners sold 8 Intuitive Surgical shares in Q1 2026, an estimated $4.05K.
Intuitive Surgical made up 0.07% of Vertex Planning Partners's portfolio in Q1 2026, its #99 holding.
Vertex Planning Partners first reported a position in Intuitive Surgical in Q4 2022 and has held it in 13 quarters since.
Vertex Planning Partners's Intuitive Surgical position peaked at $498K in Q2 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.