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WealthPlan Investment Management’s Intuitive Surgical ISRG Stock Holding History

WealthPlan Investment Management’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 		$1.95M Buy
4,911
+3
+0.1% +$1.31K 0.1% 166
2026
Q1 		$2.26M Buy
4,908
+1,315
+37% +$665K 0.13% 146
2025
Q4 		$2.03M Buy
3,593
+1,717
+92% +$914K 0.13% 138
2025
Q3 		$839K Hold
1,876
– – 0.06% 189
2025
Q2 		$1.02M Buy
1,876
+131
+8% +$68.5K 0.07% 178
2025
Q1 		$864K Buy
1,745
+200
+13% +$111K 0.09% 140
2024
Q4 		$806K Sell
1,545
-438
-22% -$228K 0.08% 137
2024
Q3 		$974K Buy
1,983
+513
+35% +$239K 0.1% 131
2024
Q2 		$654K Hold
1,470
– – 0.1% 108
2024
Q1 		$587K Buy
1,470
+300
+26% +$113K 0.09% 115
2023
Q4 		$395K Buy
1,170
+91
+8% +$27.1K 0.06% 134
2023
Q3 		$315K Buy
1,079
+534
+98% +$167K 0.06% 139
2023
Q2 		$186K Sell
545
-684
-56% -$207K 0.06% 129
2023
Q1 		$314K Sell
1,229
-944
-43% -$233K 0.05% 137
2022
Q4 		$533K Sell
2,173
-136
-6% -$33.2K 0.04% 245
2022
Q3 		$619K Buy
+2,309
New +$496K 0.05% 213
2022
Q1 		$2.36M Buy
+9,870
New +$2.88M 0.16% 110

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

WealthPlan Investment Management's ISRG Position: Q2 2026 in Review

WealthPlan Investment Management increased its Intuitive Surgical (ISRG) stake by 0.06% in Q2 2026, buying an estimated $1.31K and bringing the position to 4,911 shares worth $1.95M. The position accounts for 0.1% of the portfolio, ranked #166.

WealthPlan Investment Management first reported a position in ISRG in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.36M in Q1 2022. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • WealthPlan Investment Management held 4,911 shares of Intuitive Surgical worth $1.95M as of Q2 2026.
  • WealthPlan Investment Management bought 3 Intuitive Surgical shares in Q2 2026, an estimated $1.31K.
  • Intuitive Surgical made up 0.1% of WealthPlan Investment Management's portfolio in Q2 2026, its #166 holding.
  • WealthPlan Investment Management first reported a position in Intuitive Surgical in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Intuitive Surgical position peaked at $2.36M in Q1 2022.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.