Cornerstone Advisory’s Intuitive Surgical ISRG Stock Holding History

Cornerstone Advisory’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 Q3	$329K	Buy	809 +228	+39%	+$87K	0.03%	214
2026 Q2	$231K	Sell	581 -2	-0.3%	-$874	0.02%	244
2026 Q1	$269K	Buy	583 +14	+2%	+$7.08K	0.03%	225
2025 Q4	$322K	Buy	+569	New	+$303K	0.03%	197
2022 Q1	–	Sell	-9	Closed	-$3K	–	482
2021 Q4	$3K	Buy	+9	New	+$3.1K	﹤0.01%	704

Other funds holding ISRG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Cornerstone Advisory's ISRG Position: Q3 2026 in Review

Cornerstone Advisory increased its Intuitive Surgical (ISRG) stake by 39% in Q3 2026, buying an estimated $87K and bringing the position to 809 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #214.

Cornerstone Advisory first reported a position in ISRG in Q4 2021 and has held it in 5 quarters since. 1,269 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Cornerstone Advisory held 809 shares of Intuitive Surgical worth $329K as of Q3 2026.
Cornerstone Advisory bought 228 Intuitive Surgical shares in Q3 2026, an estimated $87K.
Intuitive Surgical made up 0.03% of Cornerstone Advisory's portfolio in Q3 2026, its #214 holding.
Cornerstone Advisory first reported a position in Intuitive Surgical in Q4 2021 and has held it in 5 quarters since.
1,269 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.