Planning Strategies Inc.’s Intuitive Surgical ISRG Stock Holding History

Planning Strategies Inc.’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	$2.78K	Buy	+7	New	+$3.06K	﹤0.01%	513

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Planning Strategies Inc.'s ISRG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 7 shares worth $2.78K. The stake represents ﹤0.01% of the portfolio and ranks #513 among its holdings.

849 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Planning Strategies Inc. held 7 shares of Intuitive Surgical worth $2.78K as of Q2 2026.
Intuitive Surgical was a new Planning Strategies Inc. position in Q2 2026.
Intuitive Surgical made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #513 holding.
849 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.