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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
Q2 		$1.6M Sell
4,021
-1
-0% -$437 0.08% 175
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Berger Financial Group's ISRG Position: Q2 2026 in Review

Berger Financial Group reduced its Intuitive Surgical (ISRG) stake by 0.02% in Q2 2026, selling an estimated $437 and leaving 4,021 shares worth $1.6M. The position accounts for 0.08% of the portfolio, ranked #175.

Berger Financial Group first reported a position in ISRG in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.11M in Q4 2024. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Berger Financial Group held 4,021 shares of Intuitive Surgical worth $1.6M as of Q2 2026.
  • Berger Financial Group sold 1 Intuitive Surgical share in Q2 2026, an estimated $437.
  • Intuitive Surgical made up 0.08% of Berger Financial Group's portfolio in Q2 2026, its #175 holding.
  • Berger Financial Group first reported a position in Intuitive Surgical in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's Intuitive Surgical position peaked at $3.11M in Q4 2024.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.