Cornerstone Wealth Group’s Intuitive Surgical ISRG Stock Holding History

Cornerstone Wealth 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 Q1	$405K	Sell	896 -66	-7%	-$33.4K	0.03%	264
2025 Q4	$545K	Buy	962 +204	+27%	+$109K	0.04%	199
2025 Q3	$339K	Sell	758 -6	-0.8%	-$2.88K	0.02%	247
2025 Q2	$415K	Buy	764 +128	+20%	+$66.9K	0.03%	204
2025 Q1	$315K	Sell	636 -12,218	-95%	-$6.76M	0.03%	217
2024 Q4	$6.71M	Buy	12,854 +33	+0.3%	+$17.2K	0.55%	46
2024 Q3	$6.3M	Buy	12,821 +23	+0.2%	+$10.7K	0.52%	51
2024 Q2	$5.69M	Buy	+12,798	New	+$5.1M	0.51%	50

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 Wealth Group's ISRG Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Intuitive Surgical (ISRG) stake by 6.9% in Q1 2026, selling an estimated $33.4K and leaving 896 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #264.

Cornerstone Wealth Group first reported a position in ISRG in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.71M in Q4 2024. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Cornerstone Wealth Group held 896 shares of Intuitive Surgical worth $405K as of Q1 2026.
Cornerstone Wealth Group sold 66 Intuitive Surgical shares in Q1 2026, an estimated $33.4K.
Intuitive Surgical made up 0.03% of Cornerstone Wealth Group's portfolio in Q1 2026, its #264 holding.
Cornerstone Wealth Group first reported a position in Intuitive Surgical in Q2 2024 and has held it in 8 quarters since.
Cornerstone Wealth Group's Intuitive Surgical position peaked at $6.71M in Q4 2024.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.