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STRATEGIC PLANNING GROUP, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1875525 Bountiful, UT

Position in ISRG

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$7,821,570
-$650,965 QoQ
Shares Held
19,668
+7.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#558
of 2,231 holders
Holding Since
Dec 2023
11 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, 2026

STRATEGIC PLANNING GROUP, LLC holds $7,821,570 across 1 Medical Instruments & Supplies name. ISRG ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ISRG
Intuitive Surgical Inc
This page
19,668 $7,821,570

All Filings in ISRG

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,821,570 19,668
2026-03-31 $8,472,535 18,379
2025-12-31 $7,501,438 13,245
2025-09-30 $9,847,557 22,019
2025-06-30 $7,078,458 13,026
2025-03-31 $6,096,278 12,309
2024-12-31 $6,889,350 13,199
2024-09-30 $6,320,679 12,866
2024-06-30 $5,475,658 12,309
2024-03-31 $4,453,046 11,158
2023-12-31 $3,311,525 9,816