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 Q2	–	Sell	-467	Closed	-$215K	–	123
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fox Hill Wealth Management's ISRG Position: Q2 2026 in Review

Fox Hill Wealth Management sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 467 shares — an estimated $215K sold.

Fox Hill Wealth Management first reported a position in ISRG in Q4 2024 and held it in 6 quarters. The position peaked at $2.64M in Q4 2024. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Fox Hill Wealth Management reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
Fox Hill Wealth Management sold 467 Intuitive Surgical shares in Q2 2026, an estimated $215K.
Fox Hill Wealth Management first reported a position in Intuitive Surgical in Q4 2024 and held it in 6 quarters.
Fox Hill Wealth Management's Intuitive Surgical position peaked at $2.64M in Q4 2024.
2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Fox Hill Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.