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Marvin & Palmer Associates’s Intuitive Surgical ISRG Stock Holding History

Marvin & Palmer Associates’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
Q2 		– Sell
-5,644
Closed -$2.8M – 37
2025
Q1 		$2.8M Sell
5,644
-6,076
-52% -$3.36M 4.17% 20
2024
Q4 		$6.12M Sell
11,720
-50
-0.4% -$26K 4.67% 11
2024
Q3 		$5.78M Buy
+11,770
New +$5.48M 4.85% 9
2022
Q1 		– Sell
-24,425
Closed -$8.78M – 37
2021
Q4 		$8.78M Sell
24,425
-11,167
-31% -$3.84M 3.75% 14
2021
Q3 		$11.8M Buy
+35,592
New +$12M 4.78% 7
2021
Q1 		– Sell
-35,760
Closed -$8.91M – 35
2020
Q4 		$8.91M Buy
35,760
+11,445
+47% +$2.84M 3.56% 19
2020
Q3 		$5.75M Buy
+24,315
New +$5.46M 3.03% 22

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Marvin & Palmer Associates's ISRG Position: Q2 2025 in Review

Marvin & Palmer Associates sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 5,644 shares — an estimated $2.8M sold.

Marvin & Palmer Associates first reported a position in ISRG in Q3 2020 and held it in 7 quarters. The position peaked at $11.8M in Q3 2021. 2,266 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Marvin & Palmer Associates reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • Marvin & Palmer Associates sold 5,644 Intuitive Surgical shares in Q2 2025, an estimated $2.8M.
  • Marvin & Palmer Associates first reported a position in Intuitive Surgical in Q3 2020 and held it in 7 quarters.
  • Marvin & Palmer Associates's Intuitive Surgical position peaked at $11.8M in Q3 2021.
  • 2,266 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Marvin & Palmer Associates's 13F filing for Q2 2025, filed 12 Aug 2025.