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 Q2	$547K	Buy	1,375 +605	+79%	+$264K	0.08%	85
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

Vertex Planning Partners's ISRG Position: Q2 2026 in Review

Vertex Planning Partners increased its Intuitive Surgical (ISRG) stake by 79% in Q2 2026, buying an estimated $264K and bringing the position to 1,375 shares worth $547K. The position accounts for 0.08% of the portfolio, ranked #85.

Vertex Planning Partners first reported a position in ISRG in Q4 2022 and has held it in 14 quarters since. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Vertex Planning Partners held 1,375 shares of Intuitive Surgical worth $547K as of Q2 2026.
Vertex Planning Partners bought 605 Intuitive Surgical shares in Q2 2026, an estimated $264K.
Intuitive Surgical made up 0.08% of Vertex Planning Partners's portfolio in Q2 2026, its #85 holding.
Vertex Planning Partners first reported a position in Intuitive Surgical in Q4 2022 and has held it in 14 quarters since.
2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.