Center for Financial Planning, Inc.
Position in ISRG — Intuitive Surgical Inc
CIK 1803557
SOUTHFIED, MI
Position in ISRG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$182,137
-$28,996 QoQ
Shares Held
458
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,895
of 2,223 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)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Center for Financial Planning, Inc. holds $338,146 across 5 Medical Instruments & Supplies names. ISRG ranks #1 (53.9% of the industry book) .
All Filings in ISRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $182,137 | 458 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $211,133 | 458 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $259,392 | 458 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $204,831 | 458 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $248,881 | 458 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $226,833 | 458 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $239,057 | 458 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $126,747 | 258 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $114,771 | 258 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $102,965 | 258 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $87,038 | 258 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $75,410 | 258 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $88,220 | 258 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $65,911 | 258 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $68,460 | 258 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $48,734 | 260 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $55,596 | 277 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $78,738 | 261 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $93,777 | 261 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $85,496 | 86 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $79,089 | 86 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $15,517 | 21 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $17,180 | 21 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $14,900 | 21 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $11,966 | 21 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $10,399 | 21 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||