Creative Planning

Position in ISRG — Intuitive Surgical Inc

CIK 1540235 OVERLAND PARK, KS

Back to ISRG Full portfolio

Position in ISRG

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$57,934,917

-$5,641,824 QoQ

Shares Held

125,675

+12.0% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in ISRG Over Time

Shares Held

Position Value (USD)

Derivatives in ISRG

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$4,379,405

PutShares

9,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Medical Instruments & Supplies

Healthcare · as of Mar 31, 2026

Creative Planning holds $168,796,083 across 25 Medical Instruments & Supplies names. ISRG ranks #1 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc This page	125,675	$57,934,917
2	BDX	Becton Dickinson & Co	133,511	$20,991,934
3	WST	West Pharmaceutical Services Inc	83,372	$20,896,358
4	ALGN	Align Technology Inc	57,442	$9,847,282
5	RMD	Resmed Inc	38,899	$8,732,047
6	ALC	Alcon Inc	114,290	$8,611,751
7	HOLX	HOLOGIC INC	109,718	$8,293,583
8	COO	Cooper Companies, Inc.	82,915	$5,928,422

All Filings in ISRG

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36 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,379,405	9,500	-92.4%	Put	Sole	2026-05-12
2026-03-31	$57,934,917	125,675	+12.0%	Shares	Defined	2026-05-12
2025-12-31	$63,576,741	112,255	+56027.5%	Shares	Defined	2026-02-17
2025-09-30	$89,446	200	-97.9%	Call	Sole	2025-11-14
2025-09-30	$4,248,685	9,500	-90.4%	Put	Sole	2025-11-14
2025-09-30	$44,062,441	98,523	+937.1%	Shares	Sole	2025-11-14
2025-06-30	$5,162,395	9,500	-90.8%	Put	Sole	2025-08-08
2025-06-30	$56,157,075	103,342	+541.9%	Shares	Defined	2025-08-08
2025-03-31	$7,973,847	16,100	-83.5%	Put	Sole	2025-05-15
2025-03-31	$48,284,862	97,492	+7.0%	Shares	Defined	2025-05-15
2024-12-31	$47,536,462	91,073	+32.2%	Shares	Defined	2025-02-14
2024-09-30	$33,839,168	68,881	+9.3%	Shares	Defined	2024-10-11
2024-06-30	$28,042,888	63,039	+9.8%	Shares	Defined	2024-08-15
2024-03-31	$22,911,756	57,410	+6.7%	Shares	Defined	2024-05-13
2023-12-31	$18,146,256	53,789	+3.8%	Shares	Defined	2024-02-14
2023-09-30	$15,153,482	51,844	+7.8%	Shares	Defined	2023-11-16
2023-06-30	$16,443,893	48,090	+12.9%	Shares	Sole	2023-07-21
2023-03-31	$10,883,788	42,603	-2.3%	Shares	Sole	2023-05-15
2022-12-31	$11,571,117	43,607	+11.8%	Shares	Sole	2023-02-10
2022-09-30	$7,310,909	39,004	+9651.0%	Shares	Sole	2022-11-03
2022-06-30	$80,284	400	-99.0%	Call	Sole	2022-08-15
2022-06-30	$7,754,832	38,637	+4193.0%	Shares	Sole	2022-08-15
2022-03-31	$271,512	900	-98.0%	Put	Sole	2022-05-16
2022-03-31	$13,429,285	44,515	+7.1%	Shares	Sole	2022-05-16
2021-12-31	$14,933,945	41,564	+206.7%	Shares	Sole	2022-02-11
2021-09-30	$4,490,575	13,551	+1.0%	Shares	Sole	2021-11-10
2021-06-30	$4,114,469	13,422	+2137.0%	Shares	Sole	2021-08-04
2021-03-31	$147,787	600	-95.8%	Put	Sole	2021-04-30
2021-03-31	$3,488,535	14,163	+0.4%	Shares	Sole	2021-04-30
2020-12-31	$3,846,160	14,104	+2250.7%	Shares	Sole	2021-01-29
2020-12-31	$163,620	600	-95.6%	Put	Sole	2021-01-29
2020-09-30	$3,251,584	13,748	+37.0%	Shares	Sole	2020-11-05
2020-06-30	$1,905,511	10,032	+1572.0%	Shares	Sole	2020-07-23
2020-06-30	$113,965	600	-94.8%	Put	Sole	2020-07-23
2020-03-31	$1,896,984	11,492	+2773.0%	Shares	Sole	2020-05-05
2020-03-31	$66,028	400	—	Call	Sole	2020-05-05
No filing history on record for this holder in this stock.