Cornerstone Advisory’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Cornerstone Advisory's ISRG Position: Q1 2026 in Review

Cornerstone Advisory increased its Intuitive Surgical (ISRG) stake by 2.5% in Q1 2026, buying an estimated $7.08K and bringing the position to 583 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #225.

Cornerstone Advisory first reported a position in ISRG in Q4 2021 and has held it in 3 quarters since. The position peaked at $322K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Cornerstone Advisory held 583 shares of Intuitive Surgical worth $269K as of Q1 2026.
  • Cornerstone Advisory bought 14 Intuitive Surgical shares in Q1 2026, an estimated $7.08K.
  • Intuitive Surgical made up 0.03% of Cornerstone Advisory's portfolio in Q1 2026, its #225 holding.
  • Cornerstone Advisory first reported a position in Intuitive Surgical in Q4 2021 and has held it in 3 quarters since.
  • Cornerstone Advisory's Intuitive Surgical position peaked at $322K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Cornerstone Advisory's 13F filing for Q1 2026, filed 4 May 2026.