Marks Group Wealth Management, Inc
Position in ISRG — Intuitive Surgical Inc
CIK 1802473
MINNETONKA, MN
Position in ISRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,626,908
-$1,052,365 QoQ
Shares Held
4,091
-29.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#988
of 2,223 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $10,801,166 across 6 Medical Instruments & Supplies names. ISRG ranks #4 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALC |
Alcon Inc
|
54,017 | $3,624,540 | |
| 2 | BDX |
Becton Dickinson & Co
|
15,443 | $2,336,988 | |
| 3 | RMD |
Resmed Inc
|
9,548 | $1,860,713 | |
| 4 | ISRG |
Intuitive Surgical Inc
This page
|
4,091 | $1,626,908 | |
| 5 | ATRC |
AtriCure, Inc.
|
34,374 | $961,784 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
1,087 | $390,233 |
All Filings in ISRG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,626,908 | 4,091 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $2,679,273 | 5,812 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $4,135,560 | 7,302 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,161,475 | 9,305 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,266,185 | 9,691 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,831,853 | 9,756 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,798,453 | 11,109 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $5,497,802 | 11,191 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,043,708 | 11,338 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,461,426 | 11,179 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,698,477 | 10,963 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,163,746 | 10,824 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,792,456 | 11,091 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,894,219 | 11,329 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,977,227 | 11,220 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,111,136 | 11,263 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,184,728 | 10,885 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,126,008 | 10,362 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,423,410 | 9,528 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $3,120,636 | 3,139 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,929,973 | 3,186 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,356,479 | 3,189 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,500,931 | 3,057 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,079,661 | 2,931 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,562,473 | 2,742 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||