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MGB Wealth Management’s Intuitive Surgical ISRG Stock Holding History

MGB 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
Q4 		$275K Hold
486
– – 0.08% 183
2025
Q3 		$217K Hold
486
– – 0.06% 213
2025
Q2 		$264K Buy
+486
New +$254K 0.09% 184

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

MGB Wealth Management's ISRG Position: Q4 2025 in Review

MGB Wealth Management held its Intuitive Surgical (ISRG) position steady in Q4 2025 at 486 shares worth $275K. The position accounts for 0.08% of the portfolio, ranked #183.

MGB Wealth Management first reported a position in ISRG in Q2 2025 and has held it in 3 quarters since. 2,411 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • MGB Wealth Management held 486 shares of Intuitive Surgical worth $275K as of Q4 2025.
  • MGB Wealth Management left its Intuitive Surgical share count unchanged in Q4 2025.
  • Intuitive Surgical made up 0.08% of MGB Wealth Management's portfolio in Q4 2025, its #183 holding.
  • MGB Wealth Management first reported a position in Intuitive Surgical in Q2 2025 and has held it in 3 quarters since.
  • 2,411 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.