HighMark Wealth Management’s Intuitive Surgical ISRG Stock Holding History

HighMark 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 Q1	$6.91K	Hold	15	–	–	﹤0.01%	337
2025 Q4	$8.49K	Hold	15	–	–	﹤0.01%	336
2025 Q3	$6.71K	Sell	15 -5	-25%	-$2.4K	﹤0.01%	356
2025 Q2	$10.9K	Hold	20	–	–	0.01%	298
2025 Q1	$9.9K	Hold	20	–	–	0.01%	287
2024 Q4	$10.4K	Buy	20 +1	+5%	+$521	0.01%	279
2024 Q3	$9.33K	Sell	19 -1	-5%	-$466	0.01%	311
2024 Q2	$8.9K	Hold	20	–	–	0.01%	297
2024 Q1	$7.98K	Hold	20	–	–	﹤0.01%	320
2023 Q4	$6.75K	Hold	20	–	–	0.01%	325
2023 Q3	$5.85K	Hold	20	–	–	﹤0.01%	331
2023 Q2	$6.84K	Hold	20	–	–	0.01%	314
2023 Q1	$5.11K	Buy	20 +4	+25%	+$985	﹤0.01%	393
2022 Q4	$4.25K	Buy	+16	New	+$3.9K	﹤0.01%	357
2020 Q1	–	Sell	-54	Closed	-$10K	–	380
2019 Q4	$10K	Buy	+54	New	+$10.1K	0.01%	208

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

HighMark Wealth Management's ISRG Position: Q1 2026 in Review

HighMark Wealth Management held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 15 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

HighMark Wealth Management first reported a position in ISRG in Q4 2019 and has held it in 15 quarters since. The position peaked at $10.9K in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

HighMark Wealth Management held 15 shares of Intuitive Surgical worth $6.91K as of Q1 2026.
HighMark Wealth Management left its Intuitive Surgical share count unchanged in Q1 2026.
Intuitive Surgical made up ﹤0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #337 holding.
HighMark Wealth Management first reported a position in Intuitive Surgical in Q4 2019 and has held it in 15 quarters since.
HighMark Wealth Management's Intuitive Surgical position peaked at $10.9K in Q2 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.