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Fox Hill Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Fox Hill 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
2026
Q1 		$215K Buy
467
+1
+0.2% +$506 0.1% 101
2025
Q4 		$264K Sell
466
-23
-5% -$12.2K 0.12% 92
2025
Q3 		$219K Sell
489
-25
-5% -$12K 0.1% 106
2025
Q2 		$279K Sell
514
-4,640
-90% -$2.43M 0.14% 92
2025
Q1 		$2.55M Buy
5,154
+103
+2% +$57K 1.51% 18
2024
Q4 		$2.64M Buy
+5,051
New +$2.63M 1.49% 18

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fox Hill Wealth Management's ISRG Position: Q1 2026 in Review

Fox Hill Wealth Management increased its Intuitive Surgical (ISRG) stake by 0.21% in Q1 2026, buying an estimated $506 and bringing the position to 467 shares worth $215K. The position accounts for 0.1% of the portfolio, ranked #101.

Fox Hill Wealth Management first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.64M in Q4 2024. 2,304 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Fox Hill Wealth Management held 467 shares of Intuitive Surgical worth $215K as of Q1 2026.
  • Fox Hill Wealth Management bought 1 Intuitive Surgical share in Q1 2026, an estimated $506.
  • Intuitive Surgical made up 0.1% of Fox Hill Wealth Management's portfolio in Q1 2026, its #101 holding.
  • Fox Hill Wealth Management first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
  • Fox Hill Wealth Management's Intuitive Surgical position peaked at $2.64M in Q4 2024.
  • 2,304 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Fox Hill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.