Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ISRG overview All 13F holders of ISRG Full Q2 2026 holdings

Shares (Q2 2026): 4,091
Value: $1.63M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of ISRG by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,091	$1.63M	0.1%	−1,721−29.6%	Reduced	Holders
Q1 2026	5,812	$2.68M	0.3%	−1,490−20.4%	Reduced	Holders
Q4 2025	7,302	$4.14M	0.4%	−2,003−21.5%	Reduced	Holders
Q3 2025	9,305	$4.16M	0.4%	−386−4.0%	Reduced	Holders
Q2 2025	9,691	$5.27M	0.5%	−65−0.7%	Reduced	Holders
Q1 2025	9,756	$4.83M	0.5%	−1,353−12.2%	Reduced	Holders
Q4 2024	11,109	$5.80M	0.6%	−82−0.7%	Reduced	Holders
Q3 2024	11,191	$5.50M	0.5%	−147−1.3%	Reduced	Holders
Q2 2024	11,338	$5.04M	0.5%	+159+1.4%	Added	Holders
Q1 2024	11,179	$4.46M	0.5%	+216+2.0%	Added	Holders
Q4 2023	10,963	$3.70M	0.4%	+139+1.3%	Added	Holders
Q3 2023	10,824	$3.16M	0.4%	−267−2.4%	Reduced	Holders
Q2 2023	11,091	$3.79M	0.5%	−238−2.1%	Reduced	Holders
Q1 2023	11,329	$2.89M	0.4%	+109+1.0%	Added	Holders
Q4 2022	11,220	$2.98M	0.4%	−43−0.4%	Reduced	Holders
Q3 2022	11,263	$2.11M	0.3%	+378+3.5%	Added	Holders
Q2 2022	10,885	$2.19M	0.3%	+523+5.0%	Added	Holders
Q1 2022	10,362	$3.13M	0.4%	+834+8.8%	Added	Holders
Q4 2021	9,528	$3.38M	0.4%	+111+1.2%	AddedConverted for a 3-for-1 split	Holders
Q3 2021	3,139	$3.14M	0.4%	−47−1.5%	Reduced	Holders
Q2 2021	3,186	$3.00M	0.4%	−3−0.1%	Reduced	Holders
Q1 2021	3,189	$2.31M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.