Cornerstone Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Cornerstone Wealth Management’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	$352K	Buy	866 +56	+7%	+$21.4K	0.01%	567
2026 Q2	$322K	Buy	810 +30	+4%	+$13.1K	0.01%	592
2026 Q1	$360K	Sell	780 -31	-4%	-$15.7K	0.02%	529
2025 Q4	$459K	Hold	811	–	–	0.02%	442
2025 Q3	$363K	Buy	811 +25	+3%	+$12K	0.02%	491
2025 Q2	$427K	Buy	786 +165	+27%	+$86.3K	0.03%	425
2025 Q1	$308K	Buy	621 +71	+13%	+$39.3K	0.02%	470
2024 Q4	$287K	Buy	550 +25	+5%	+$13K	0.02%	476
2024 Q3	$258K	Buy	525 +15	+3%	+$6.98K	0.02%	490
2024 Q2	$227K	Hold	510	–	–	0.02%	497
2024 Q1	$204K	Buy	+510	New	+$193K	0.02%	511
2019 Q1	–	Sell	-1,275	Closed	-$203K	–	513
2018 Q4	$203K	Buy	+1,275	New	+$216K	0.04%	317

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Cornerstone Wealth Management's ISRG Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Intuitive Surgical (ISRG) stake by 6.9% in Q3 2026, buying an estimated $21.4K and bringing the position to 866 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #567.

Cornerstone Wealth Management first reported a position in ISRG in Q4 2018 and has held it in 12 quarters since. The position peaked at $459K in Q4 2025. 1,452 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Cornerstone Wealth Management held 866 shares of Intuitive Surgical worth $352K as of Q3 2026.
Cornerstone Wealth Management bought 56 Intuitive Surgical shares in Q3 2026, an estimated $21.4K.
Intuitive Surgical made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #567 holding.
Cornerstone Wealth Management first reported a position in Intuitive Surgical in Q4 2018 and has held it in 12 quarters since.
Cornerstone Wealth Management's Intuitive Surgical position peaked at $459K in Q4 2025.
1,452 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.