Position in ISRG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$478,011
-$75,637 QoQ
Shares Held
1,202
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#1,469
of 2,231 holders
Holding Since
Dec 2022
15 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, 2026Planning Center, Inc. holds $478,011 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
|
1,202 | $478,011 |
All Filings in ISRG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,011 | 1,202 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $553,648 | 1,201 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $680,198 | 1,201 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $537,123 | 1,201 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $652,635 | 1,201 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $594,819 | 1,201 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $626,873 | 1,201 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $597,875 | 1,217 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $534,264 | 1,201 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $479,307 | 1,201 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $405,169 | 1,201 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $352,794 | 1,207 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $412,721 | 1,207 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $306,564 | 1,200 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $318,420 | 1,200 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||