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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Intuitive Surgical ISRG Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$447K Sell
1,123
-41
-4% -$17.9K 0.06% 293
2026
Q1 		$537K Sell
1,164
-100
-8% -$50.6K 0.07% 255
2025
Q4 		$716K Buy
1,264
+152
+14% +$80.9K 0.09% 206
2025
Q3 		$497K Buy
1,112
+124
+13% +$59.5K 0.07% 243
2025
Q2 		$537K Buy
988
+109
+12% +$57K 0.08% 209
2025
Q1 		$435K Buy
879
+1
+0.1% +$553 0.07% 250
2024
Q4 		$458K Buy
878
+83
+10% +$43.2K 0.08% 217
2024
Q3 		$391K Buy
+795
New +$370K 0.06% 305

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 $3.38T AUM 44.17% 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

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s ISRG Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Intuitive Surgical (ISRG) stake by 3.5% in Q2 2026, selling an estimated $17.9K and leaving 1,123 shares worth $447K. The position accounts for 0.06% of the portfolio, ranked #293.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $716K in Q4 2025. 2,268 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 1,123 shares of Intuitive Surgical worth $447K as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 41 Intuitive Surgical shares in Q2 2026, an estimated $17.9K.
  • Intuitive Surgical made up 0.06% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #293 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Intuitive Surgical position peaked at $716K in Q4 2025.
  • 2,268 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.