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Marble Wealth’s Intuitive Surgical ISRG Stock Holding History

Marble Wealth’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 		$440K Hold
1,107
– – 0.07% 156
2026
Q1 		$510K Sell
1,107
-582
-34% -$294K 0.09% 130
2025
Q4 		$957K Buy
+1,689
New +$899K 0.13% 111

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

Marble Wealth's ISRG Position: Q2 2026 in Review

Marble Wealth held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 1,107 shares worth $440K. The position accounts for 0.07% of the portfolio, ranked #156.

Marble Wealth first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $957K in Q4 2025. 2,246 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Marble Wealth held 1,107 shares of Intuitive Surgical worth $440K as of Q2 2026.
  • Marble Wealth left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.07% of Marble Wealth's portfolio in Q2 2026, its #156 holding.
  • Marble Wealth first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Marble Wealth's Intuitive Surgical position peaked at $957K in Q4 2025.
  • 2,246 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Marble Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.