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PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ISRG overviewAll 13F holders of ISRGFull Q2 2026 holdings

Shares (Q2 2026)
1,995
Value
$793.4K
% of portfolio
<0.1%
Quarters held
16
Since Q1 2022
Holdings of ISRG by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,995$793.4K<0.1%−419−17.4%ReducedHolders
Q1 20262,414$1.11M0.1%+105+4.5%AddedHolders
Q4 20252,309$1.31M0.1%+239+11.5%AddedHolders
Q3 20252,070$925.8K0.1%−194−8.6%ReducedHolders
Q2 20252,264$1.23M0.1%+675+42.5%AddedHolders
Q1 20251,589$787.0K0.1%+204+14.7%AddedHolders
Q4 20241,385$722.9K0.1%+51+3.8%AddedHolders
Q3 20241,334$655.4K0.1%+43+3.3%AddedHolders
Q2 20241,291$574.3K0.1%−96−6.9%ReducedHolders
Q1 20241,387$553.5K0.1%+44+3.3%AddedHolders
Q4 20231,343$453.1K0.1%+58+4.5%AddedHolders
Q3 20231,285$375.6K<0.1%+24+1.9%AddedHolders
Q2 20231,261$431.2K0.1%+214+20.4%AddedHolders
Q1 20231,047$267.5K<0.1%+261+33.2%AddedHolders
Q4 2022786$208.6K<0.1%+786NewHolders
Q2 20220$00.0%−702−100.0%Sold outHolders
Q1 2022702$212.0K<0.1%+702NewHolders