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Berger Financial Group’s Intuitive Surgical ISRG Stock Holding History

Berger Financial Group’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.85M Sell
4,022
-51
-1% -$25.8K 0.1% 148
2025
Q4 		$2.31M Sell
4,073
-20
-0.5% -$10.6K 0.13% 126
2025
Q3 		$1.83M Sell
4,093
-60
-1% -$28.8K 0.11% 149
2025
Q2 		$2.26M Sell
4,153
-10
-0.2% -$5.23K 0.15% 123
2025
Q1 		$2.06M Sell
4,163
-1,803
-30% -$997K 0.14% 123
2024
Q4 		$3.11M Hold
5,966
– – 0.21% 99
2024
Q3 		$2.93M Sell
5,966
-1
-0% -$466 0.21% 100
2024
Q2 		$2.65M Sell
5,967
-40
-0.7% -$15.9K 0.21% 99
2024
Q1 		$2.4M Sell
6,007
-62
-1% -$23.4K 0.2% 108
2023
Q4 		$2.05M Sell
6,069
-17
-0.3% -$5.07K 0.21% 100
2023
Q3 		$1.78M Buy
6,086
+1,252
+26% +$391K 0.2% 101
2023
Q2 		$1.65M Sell
4,834
-9
-0.2% -$2.72K 0.19% 99
2023
Q1 		$1.24M Sell
4,843
-77
-2% -$19K 0.15% 100
2022
Q4 		$1.31M Sell
4,920
-190
-4% -$46.3K 0.17% 95
2022
Q3 		$958K Sell
5,110
-19
-0.4% -$4.08K 0.14% 101
2022
Q2 		$1.03M Sell
5,129
-196
-4% -$46K 0.15% 90
2022
Q1 		$1.61M Sell
5,325
-252
-5% -$73.6K 0.2% 86
2021
Q4 		$2M Buy
5,577
+1,854
+50% +$638K 0.27% 82
2021
Q3 		$1.23M Hold
3,723
– – 0.22% 72
2021
Q2 		$1.14M Hold
3,723
– – 0.21% 75
2021
Q1 		$917K Sell
3,723
-6
-0.2% -$1.51K 0.2% 77
2020
Q4 		$1.02M Buy
+3,729
New +$926K 0.18% 96

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berger Financial Group's ISRG Position: Q1 2026 in Review

Berger Financial Group reduced its Intuitive Surgical (ISRG) stake by 1.3% in Q1 2026, selling an estimated $25.8K and leaving 4,022 shares worth $1.85M. The position accounts for 0.1% of the portfolio, ranked #148.

Berger Financial Group first reported a position in ISRG in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.11M in Q4 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Berger Financial Group held 4,022 shares of Intuitive Surgical worth $1.85M as of Q1 2026.
  • Berger Financial Group sold 51 Intuitive Surgical shares in Q1 2026, an estimated $25.8K.
  • Intuitive Surgical made up 0.1% of Berger Financial Group's portfolio in Q1 2026, its #148 holding.
  • Berger Financial Group first reported a position in Intuitive Surgical in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Intuitive Surgical position peaked at $3.11M in Q4 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.