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 Q2	$5.96K	Buy	40 +25	+167%	+$10.9K	﹤0.01%	380
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

HighMark Wealth Management increased its Intuitive Surgical (ISRG) stake by 167% in Q2 2026, buying an estimated $10.9K and bringing the position to 40 shares worth $5.96K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

HighMark Wealth Management first reported a position in ISRG in Q4 2019 and has held it in 16 quarters since. The position peaked at $10.9K in Q2 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

HighMark Wealth Management held 40 shares of Intuitive Surgical worth $5.96K as of Q2 2026.
HighMark Wealth Management bought 25 Intuitive Surgical shares in Q2 2026, an estimated $10.9K.
Intuitive Surgical made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #380 holding.
HighMark Wealth Management first reported a position in Intuitive Surgical in Q4 2019 and has held it in 16 quarters since.
HighMark Wealth Management's Intuitive Surgical position peaked at $10.9K in Q2 2025.
2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.