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Marion Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Marion 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
2025
Q3 		– Sell
-446
Closed -$242K – 138
2025
Q2 		$242K Buy
446
+36
+9% +$18.8K 0.06% 122
2025
Q1 		$203K Buy
410
+24
+6% +$13.3K 0.05% 126
2024
Q4 		$201K Buy
+386
New +$201K 0.05% 131

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Marion Wealth Management's ISRG Position: Q3 2025 in Review

Marion Wealth Management sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 446 shares — an estimated $242K sold.

Marion Wealth Management first reported a position in ISRG in Q4 2024 and held it in 3 quarters. The position peaked at $242K in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Marion Wealth Management reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Marion Wealth Management sold 446 Intuitive Surgical shares in Q3 2025, an estimated $242K.
  • Marion Wealth Management first reported a position in Intuitive Surgical in Q4 2024 and held it in 3 quarters.
  • Marion Wealth Management's Intuitive Surgical position peaked at $242K in Q2 2025.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Marion Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.