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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Creative Planning, 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)
137,514
Value
$54.7M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ISRG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026137,514$54.7M<0.1%+11,839+9.4%AddedHolders
Q1 2026125,675$57.9M<0.1%+13,420+12.0%AddedHolders
Q4 2025112,255$63.6M<0.1%+13,732+13.9%AddedHolders
Q3 202598,523$44.1M<0.1%−4,819−4.7%ReducedHolders
Q2 2025103,342$56.2M<0.1%+5,850+6.0%AddedHolders
Q1 202597,492$48.3M<0.1%+6,419+7.0%AddedHolders
Q4 202491,073$47.5M<0.1%+22,192+32.2%AddedHolders
Q3 202468,881$33.8M<0.1%+5,842+9.3%AddedHolders
Q2 202463,039$28.0M<0.1%+5,629+9.8%AddedHolders
Q1 202457,410$22.9M<0.1%+3,621+6.7%AddedHolders
Q4 202353,789$18.1M<0.1%+1,945+3.8%AddedHolders
Q3 202351,844$15.2M<0.1%+3,754+7.8%AddedHolders
Q2 202348,090$16.4M<0.1%+5,487+12.9%AddedHolders
Q1 202342,603$10.9M<0.1%−1,004−2.3%ReducedHolders
Q4 202243,607$11.6M<0.1%+4,603+11.8%AddedHolders
Q3 202239,004$7.31M<0.1%+367+0.9%AddedHolders
Q2 202238,637$7.75M<0.1%−5,878−13.2%ReducedHolders
Q1 202244,515$13.4M<0.1%+2,951+7.1%AddedHolders
Q4 202141,564$14.9M<0.1%+911+2.2%AddedConverted for a 3-for-1 splitHolders
Q3 202113,551$13.5M<0.1%+129+1.0%AddedHolders
Q2 202113,422$12.3M<0.1%−741−5.2%ReducedHolders
Q1 202114,163$10.5M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.