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Marcum Wealth’s Intuitive Surgical ISRG Stock Holding History

Marcum 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
2025
Q1 		$1.28M Buy
2,582
+8
+0.3% +$4.42K 0.11% 92
2024
Q4 		$1.34M Sell
2,574
-115
-4% -$59.9K 0.12% 88
2024
Q3 		$1.32M Buy
2,689
+29
+1% +$13.5K 0.12% 85
2024
Q2 		$1.18M Buy
2,660
+44
+2% +$17.5K 0.12% 88
2024
Q1 		$1.04M Sell
2,616
-29
-1% -$11K 0.11% 99
2023
Q4 		$892K Sell
2,645
-93
-3% -$27.7K 0.1% 106
2023
Q3 		$800K Buy
2,738
+1,494
+120% +$467K 0.1% 110
2023
Q2 		$425K Sell
1,244
-1,383
-53% -$418K 0.05% 196
2023
Q1 		$671K Buy
2,627
+1,709
+186% +$421K 0.08% 138
2022
Q4 		$244K Sell
918
-391
-30% -$95.3K 0.03% 276
2022
Q3 		$245K Buy
1,309
+209
+19% +$44.9K 0.04% 267
2022
Q2 		$221K Buy
1,100
+14
+1% +$3.28K 0.03% 285
2022
Q1 		$328K Buy
1,086
+183
+20% +$53.5K 0.05% 231
2021
Q4 		$324K Buy
+903
New +$311K 0.05% 236

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marcum Wealth's ISRG Position: Q1 2025 in Review

Marcum Wealth increased its Intuitive Surgical (ISRG) stake by 0.31% in Q1 2025, buying an estimated $4.42K and bringing the position to 2,582 shares worth $1.28M. The position accounts for 0.11% of the portfolio, ranked #92.

Marcum Wealth first reported a position in ISRG in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.34M in Q4 2024. 2,191 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Marcum Wealth held 2,582 shares of Intuitive Surgical worth $1.28M as of Q1 2025.
  • Marcum Wealth bought 8 Intuitive Surgical shares in Q1 2025, an estimated $4.42K.
  • Intuitive Surgical made up 0.11% of Marcum Wealth's portfolio in Q1 2025, its #92 holding.
  • Marcum Wealth first reported a position in Intuitive Surgical in Q4 2021 and has held it in 14 quarters since.
  • Marcum Wealth's Intuitive Surgical position peaked at $1.34M in Q4 2024.
  • 2,191 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.