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Cornerstone Planning Group’s Intuitive Surgical ISRG Stock Holding History

Cornerstone Planning 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 		$63K Sell
185
-23
-11% -$10K 0.01% 346
2026
Q1 		$93.9K Buy
208
+5
+2% +$2.53K 0.01% 257
2025
Q4 		$106K Buy
203
+21
+12% +$11.2K 0.02% 209
2025
Q3 		$96.5K Buy
182
+69
+61% +$33.1K 0.02% 216
2025
Q2 		$53.9K Sell
113
-2
-2% -$1.05K 0.01% 227
2025
Q1 		$56.1K Buy
115
+43
+60% +$23.8K 0.01% 219
2024
Q4 		$41.3K Sell
72
-28
-28% -$14.6K 0.01% 212
2024
Q3 		$51.6K Sell
100
-9
-8% -$4.19K 0.01% 185
2024
Q2 		$47.7K Buy
109
+1
+0.9% +$398 0.01% 206
2024
Q1 		$41.2K Sell
108
-57
-35% -$21.5K 0.01% 193
2023
Q4 		$55.7K Buy
165
+14
+9% +$4.17K 0.02% 172
2023
Q3 		$44.1K Buy
151
+2
+1% +$625 0.02% 197
2023
Q2 		$50.9K Buy
+149
New +$45.1K 0.02% 238
2022
Q4 		$25K Buy
+99
New +$24.1K 0.01% 397

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

Cornerstone Planning Group's ISRG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Intuitive Surgical (ISRG) stake by 11% in Q2 2026, selling an estimated $10K and leaving 185 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #346.

Cornerstone Planning Group first reported a position in ISRG in Q4 2022 and has held it in 14 quarters since. The position peaked at $106K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Cornerstone Planning Group held 185 shares of Intuitive Surgical worth $63K as of Q2 2026.
  • Cornerstone Planning Group sold 23 Intuitive Surgical shares in Q2 2026, an estimated $10K.
  • Intuitive Surgical made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #346 holding.
  • Cornerstone Planning Group first reported a position in Intuitive Surgical in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Intuitive Surgical position peaked at $106K in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.