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Bernard Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Bernard Wealth Management’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 		$43K Hold
108
– – 0.02% 144
2026
Q1 		$49.8K Hold
108
– – 0.02% 128
2025
Q4 		$61.2K Hold
108
– – 0.02% 116
2025
Q3 		$48.3K Hold
108
– – 0.02% 128
2025
Q2 		$58.7K Hold
108
– – 0.03% 119
2025
Q1 		$53.5K Hold
108
– – 0.03% 115
2024
Q4 		$56.4K Buy
+108
New +$56.3K 0.03% 114

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 $3.37T AUM 44.26% 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

Bernard Wealth Management's ISRG Position: Q2 2026 in Review

Bernard Wealth Management held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 108 shares worth $43K. The position accounts for 0.02% of the portfolio, ranked #144.

Bernard Wealth Management first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $61.2K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Bernard Wealth Management held 108 shares of Intuitive Surgical worth $43K as of Q2 2026.
  • Bernard Wealth Management left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.02% of Bernard Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Bernard Wealth Management first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Intuitive Surgical position peaked at $61.2K in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.