Cornerstone Advisors’s Intuitive Surgical ISRG Stock Holding History

Cornerstone Advisors’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	$18.7M	Buy	40,613 +13,813	+52%	+$6.99M	0.69%	38
2025 Q4	$15.2M	Buy	26,800 +8,100	+43%	+$4.31M	0.51%	51
2025 Q3	$8.36M	Sell	18,700 -400	-2%	-$192K	0.28%	91
2025 Q2	$10.4M	Buy	19,100 +4,800	+34%	+$2.51M	0.36%	78
2025 Q1	$7.08M	Hold	14,300	–	–	0.31%	77
2024 Q4	$7.46M	Hold	14,300	–	–	0.3%	79
2024 Q3	$7.03M	Buy	14,300 +2,000	+16%	+$931K	0.28%	89
2024 Q2	$5.47M	Hold	12,300	–	–	0.22%	112
2024 Q1	$4.91M	Hold	12,300	–	–	0.2%	123
2023 Q4	$4.15M	Sell	12,300 -1,400	-10%	-$417K	0.18%	136
2023 Q3	$4M	Buy	13,700 +3,500	+34%	+$1.09M	0.19%	139
2023 Q2	$3.49M	Sell	10,200 -4,800	-32%	-$1.45M	0.17%	143
2023 Q1	$3.83M	Buy	+15,000	New	+$3.7M	0.18%	119
2019 Q1	–	Sell	-9,000	Closed	-$1.44M	–	222
2018 Q4	$1.44M	Sell	9,000 -6,900	-43%	-$1.17M	0.13%	160
2018 Q3	$3.04M	Buy	15,900 +6,900	+77%	+$1.23M	0.22%	123
2018 Q2	$1.44M	Hold	9,000	–	–	0.17%	131
2018 Q1	$1.24M	Hold	9,000	–	–	0.15%	153
2017 Q4	$1.09M	Buy	+9,000	New	+$1.13M	0.12%	178

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cornerstone Advisors's ISRG Position: Q1 2026 in Review

Cornerstone Advisors increased its Intuitive Surgical (ISRG) stake by 52% in Q1 2026, buying an estimated $6.99M and bringing the position to 40,613 shares worth $18.7M. The position accounts for 0.69% of the portfolio, ranked #38.

Cornerstone Advisors first reported a position in ISRG in Q4 2017 and has held it in 18 quarters since. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Cornerstone Advisors held 40,613 shares of Intuitive Surgical worth $18.7M as of Q1 2026.
Cornerstone Advisors bought 13,813 Intuitive Surgical shares in Q1 2026, an estimated $6.99M.
Intuitive Surgical made up 0.69% of Cornerstone Advisors's portfolio in Q1 2026, its #38 holding.
Cornerstone Advisors first reported a position in Intuitive Surgical in Q4 2017 and has held it in 18 quarters since.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Cornerstone Advisors's 13F filing for Q1 2026, filed 8 May 2026.