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 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	Sell	1,275 -158,298	-99%	-$26.8M	0.04%	317
2018 Q3	$150K	Sell	159,573 -339,756	-68%	-$60.3M	﹤0.01%	1244
2018 Q2	$341K	Buy	+499,329	New	+$76.1M	﹤0.01%	1143

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Cornerstone Wealth Management's ISRG Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Intuitive Surgical (ISRG) stake by 3.8% in Q2 2026, buying an estimated $13.1K and bringing the position to 810 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #592.

Cornerstone Wealth Management first reported a position in ISRG in Q2 2018 and has held it in 13 quarters since. The position peaked at $459K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Cornerstone Wealth Management held 810 shares of Intuitive Surgical worth $322K as of Q2 2026.
Cornerstone Wealth Management bought 30 Intuitive Surgical shares in Q2 2026, an estimated $13.1K.
Intuitive Surgical made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #592 holding.
Cornerstone Wealth Management first reported a position in Intuitive Surgical in Q2 2018 and has held it in 13 quarters since.
Cornerstone Wealth Management's Intuitive Surgical position peaked at $459K in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.