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Marks Group Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Marks Group 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
2026
Q1 		$2.68M Sell
5,812
-1,490
-20% -$754K 0.26% 108
2025
Q4 		$4.14M Sell
7,302
-2,003
-22% -$1.07M 0.4% 84
2025
Q3 		$4.16M Sell
9,305
-386
-4% -$185K 0.39% 90
2025
Q2 		$5.27M Sell
9,691
-65
-0.7% -$34K 0.49% 79
2025
Q1 		$4.83M Sell
9,756
-1,353
-12% -$748K 0.47% 79
2024
Q4 		$5.8M Sell
11,109
-82
-0.7% -$42.7K 0.57% 76
2024
Q3 		$5.5M Sell
11,191
-147
-1% -$68.4K 0.52% 76
2024
Q2 		$5.04M Buy
11,338
+159
+1% +$63.3K 0.53% 75
2024
Q1 		$4.46M Buy
11,179
+216
+2% +$81.6K 0.47% 77
2023
Q4 		$3.7M Buy
10,963
+139
+1% +$41.4K 0.42% 82
2023
Q3 		$3.16M Sell
10,824
-267
-2% -$83.4K 0.39% 87
2023
Q2 		$3.79M Sell
11,091
-238
-2% -$72K 0.45% 84
2023
Q1 		$2.89M Buy
11,329
+109
+1% +$26.9K 0.37% 93
2022
Q4 		$2.98M Sell
11,220
-43
-0.4% -$10.5K 0.41% 87
2022
Q3 		$2.11M Buy
11,263
+378
+3% +$81.2K 0.32% 98
2022
Q2 		$2.19M Buy
10,885
+523
+5% +$123K 0.32% 96
2022
Q1 		$3.13M Buy
10,362
+834
+9% +$244K 0.39% 90
2021
Q4 		$3.38M Buy
9,528
+111
+1% +$38.2K 0.41% 92
2021
Q3 		$3.14M Sell
9,417
-141
-1% -$47.3K 0.42% 86
2021
Q2 		$3M Sell
9,558
-9
-0.1% -$2.52K 0.41% 100
2021
Q1 		$2.31M Buy
9,567
+396
+4% +$99.6K 0.34% 101
2020
Q4 		$2.5M Buy
9,171
+378
+4% +$93.9K 0.39% 100
2020
Q3 		$2.08M Buy
8,793
+567
+7% +$127K 0.38% 98
2020
Q2 		$1.6M Buy
+8,226
New +$1.47M 0.33% 110

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marks Group Wealth Management's ISRG Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Intuitive Surgical (ISRG) stake by 20% in Q1 2026, selling an estimated $754K and leaving 5,812 shares worth $2.68M. The position accounts for 0.26% of the portfolio, ranked #108.

Marks Group Wealth Management first reported a position in ISRG in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.8M in Q4 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Marks Group Wealth Management held 5,812 shares of Intuitive Surgical worth $2.68M as of Q1 2026.
  • Marks Group Wealth Management sold 1,490 Intuitive Surgical shares in Q1 2026, an estimated $754K.
  • Intuitive Surgical made up 0.26% of Marks Group Wealth Management's portfolio in Q1 2026, its #108 holding.
  • Marks Group Wealth Management first reported a position in Intuitive Surgical in Q2 2020 and has held it in 24 quarters since.
  • Marks Group Wealth Management's Intuitive Surgical position peaked at $5.8M in Q4 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.