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WealthPLAN Partners’s Intuitive Surgical ISRG Stock Holding History

WealthPLAN 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 		$232K Buy
504
+70
+16% +$35.4K 0.04% 208
2025
Q4 		$246K Buy
+434
New +$231K 0.04% 246
2024
Q3 		– Sell
-603
Closed -$268K – 276
2024
Q2 		$268K Sell
603
-180
-23% -$71.7K 0.03% 262
2024
Q1 		$312K Hold
783
– – 0.03% 257
2023
Q4 		$264K Hold
783
– – 0.03% 278
2023
Q3 		$229K Buy
783
+52
+7% +$16.2K 0.03% 285
2023
Q2 		$250K Sell
731
-189
-21% -$57.2K 0.04% 261
2023
Q1 		$235K Sell
920
-1,253
-58% -$309K 0.03% 280
2022
Q4 		$524K Buy
+2,173
New +$530K 0.04% 248
2022
Q1 		$2.36M Buy
9,870
+816
+9% +$238K 0.16% 110
2021
Q4 		$2.57M Sell
9,054
-16,173
-64% -$5.56M 0.17% 105
2021
Q3 		$2.86M Buy
25,227
+17,079
+210% +$5.74M 0.19% 96
2021
Q2 		$2.7M Buy
8,148
+1,077
+15% +$302K 0.19% 91
2021
Q1 		$2M Buy
7,071
+1,155
+20% +$291K 0.16% 101
2020
Q4 		$1.49M Buy
5,916
+3,414
+136% +$848K 0.13% 113
2020
Q3 		$618K Buy
+2,502
New +$562K 0.06% 172
2019
Q1 		– Sell
-1,326
Closed -$242K – 266
2018
Q4 		$242K Sell
1,326
-3
-0.2% -$508 0.04% 217
2018
Q3 		$215K Sell
1,329
-177
-12% -$31.4K 0.04% 230
2018
Q2 		$240K Sell
1,506
-936
-38% -$143K 0.05% 220
2018
Q1 		$336K Buy
+2,442
New +$341K 0.07% 191
2016
Q3 		$33.7K Sell
423
-423
-50% -$32.4K 0.01% 395
2016
Q2 		$31.1K Buy
+846
New +$59.5K ﹤0.01% 1147
2015
Q4 		$24.6K Buy
+1,215
New +$68.2K ﹤0.01% 849
2015
Q2 		$19K Sell
351
-144
-29% -$8.06K 0.01% 258
2015
Q1 		$29K Buy
+495
New +$28K 0.01% 286

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthPLAN Partners's ISRG Position: Q1 2026 in Review

WealthPLAN Partners increased its Intuitive Surgical (ISRG) stake by 16% in Q1 2026, buying an estimated $35.4K and bringing the position to 504 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #208.

WealthPLAN Partners first reported a position in ISRG in Q1 2015 and has held it in 25 quarters since. The position peaked at $2.86M in Q3 2021. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • WealthPLAN Partners held 504 shares of Intuitive Surgical worth $232K as of Q1 2026.
  • WealthPLAN Partners bought 70 Intuitive Surgical shares in Q1 2026, an estimated $35.4K.
  • Intuitive Surgical made up 0.04% of WealthPLAN Partners's portfolio in Q1 2026, its #208 holding.
  • WealthPLAN Partners first reported a position in Intuitive Surgical in Q1 2015 and has held it in 25 quarters since.
  • WealthPLAN Partners's Intuitive Surgical position peaked at $2.86M in Q3 2021.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.