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Pinnacle Wealth Management Advisory Group’s Intuitive Surgical ISRG Stock Holding History

Pinnacle Wealth Management Advisory 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
Q2 		$627K Sell
1,576
-256
-14% -$112K 0.04% 244
2026
Q1 		$845K Buy
1,832
+191
+12% +$96.6K 0.06% 190
2025
Q4 		$929K Buy
1,641
+83
+5% +$44.2K 0.06% 177
2025
Q3 		$697K Sell
1,558
-12
-0.8% -$5.76K 0.05% 186
2025
Q2 		$853K Buy
1,570
+82
+6% +$42.9K 0.07% 158
2025
Q1 		$737K Buy
1,488
+7
+0.5% +$3.87K 0.07% 165
2024
Q4 		$773K Sell
1,481
-43
-3% -$22.4K 0.07% 153
2024
Q3 		$749K Sell
1,524
-50
-3% -$23.3K 0.07% 155
2024
Q2 		$700K Buy
1,574
+3
+0.2% +$1.2K 0.07% 154
2024
Q1 		$627K Buy
1,571
+2
+0.1% +$756 0.07% 162
2023
Q4 		$529K Buy
1,569
+90
+6% +$26.8K 0.06% 175
2023
Q3 		$432K Buy
1,479
+89
+6% +$27.8K 0.06% 193
2023
Q2 		$475K Buy
1,390
+55
+4% +$16.6K 0.06% 188
2023
Q1 		$341K Buy
1,335
+91
+7% +$22.4K 0.05% 221
2022
Q4 		$330K Buy
+1,244
New +$303K 0.05% 213

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pinnacle Wealth Management Advisory Group's ISRG Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Intuitive Surgical (ISRG) stake by 14% in Q2 2026, selling an estimated $112K and leaving 1,576 shares worth $627K. The position accounts for 0.04% of the portfolio, ranked #244.

Pinnacle Wealth Management Advisory Group first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $929K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 1,576 shares of Intuitive Surgical worth $627K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 256 Intuitive Surgical shares in Q2 2026, an estimated $112K.
  • Intuitive Surgical made up 0.04% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #244 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
  • Pinnacle Wealth Management Advisory Group's Intuitive Surgical position peaked at $929K in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.