Marshall & Sterling Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Marshall & Sterling Wealth Advisors’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	$11.9K	Hold	30	–	–	0.01%	230
2026 Q1	$13.8K	Hold	30	–	–	0.01%	222
2025 Q4	$17K	Sell	30 -6	-17%	-$3.19K	0.01%	205
2025 Q3	$16.1K	Hold	36	–	–	0.01%	289
2025 Q2	$19.6K	Hold	36	–	–	0.01%	262
2025 Q1	$17.8K	Buy	36 +6	+20%	+$3.32K	0.01%	261
2024 Q4	$15.7K	Buy	+30	New	+$15.6K	0.01%	205

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ISRG Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 30 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #230.

Marshall & Sterling Wealth Advisors first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.6K in Q2 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Marshall & Sterling Wealth Advisors held 30 shares of Intuitive Surgical worth $11.9K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #230 holding.
Marshall & Sterling Wealth Advisors first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Intuitive Surgical position peaked at $19.6K in Q2 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.