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Equibles

Creative Planning

Position in ISRG — Intuitive Surgical Inc

CIK 1540235 OVERLAND PARK, KS
Back to ISRG Full portfolio

Position in ISRG

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$54,686,566
-$3,248,351 QoQ
Shares Held
137,514
+9.4% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#212
of 2,235 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$223,776
PutShares
6,300

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 Jun 30, 2026

Creative Planning holds $195,883,119 across 27 Medical Instruments & Supplies names. ISRG ranks #1 (27.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ISRG
Intuitive Surgical Inc
This page 		137,514 $54,686,566
2 WST
West Pharmaceutical Services Inc
 90,518 $32,495,962
3 BDX
Becton Dickinson & Co
 134,462 $20,348,133
4 ALGN
Align Technology Inc
 69,292 $11,686,787
5 MMSI
Merit Medical Systems Inc
 146,939 $10,188,749
6 RMD
Resmed Inc
 49,217 $9,591,408
7 COO
Cooper Companies, Inc.
 127,408 $9,136,427
8 ALC
Alcon Inc
 132,357 $8,881,154

All Filings in ISRG

Export CSV
38 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $223,776 6,300
2026-06-30 $54,686,566 137,514
2026-03-31 $247,000 9,500
2026-03-31 $57,934,917 125,675
2025-12-31 $63,576,741 112,255
2025-09-30 $5,949 200
2025-09-30 $380,000 9,500
2025-09-30 $44,062,441 98,523
2025-06-30 $157,700 9,500
2025-06-30 $56,157,075 103,342
2025-03-31 $885,500 16,100
2025-03-31 $48,284,862 97,492
2024-12-31 $47,536,462 91,073
2024-09-30 $33,839,168 68,881
2024-06-30 $28,042,888 63,039
2024-03-31 $22,911,756 57,410
2023-12-31 $18,146,256 53,789
2023-09-30 $15,153,482 51,844
2023-06-30 $16,443,893 48,090
2023-03-31 $10,883,788 42,603
2022-12-31 $11,571,117 43,607
2022-09-30 $7,310,909 39,004
2022-06-30 $7,000 400
2022-06-30 $7,754,832 38,637
2022-03-31 $3,000 900
2022-03-31 $13,429,285 44,515
2021-12-31 $14,933,945 41,564
2021-09-30 $13,471,725 13,551
2021-06-30 $12,343,409 13,422
2021-03-31 $1,000 600
2021-03-31 $10,465,605 14,163
2020-12-31 $11,538,482 14,104
2020-12-31 $1,000 600
2020-09-30 $9,754,754 13,748
2020-06-30 $5,716,533 10,032
2020-06-30 $4,000 600
2020-03-31 $5,690,953 11,492
2020-03-31 $18,000 400