Hoxton Planning & Management’s Intuitive Surgical ISRG Stock Holding History

Hoxton Planning & 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	$210K	Sell	528 -17	-3%	-$7.43K	0.05%	221
2026 Q1	$251K	Sell	545 -16	-3%	-$8.1K	0.08%	190
2025 Q4	$318K	Buy	561 +10	+2%	+$5.32K	0.1%	148
2025 Q3	$246K	Sell	551 -18	-3%	-$8.64K	0.08%	181
2025 Q2	$309K	Sell	569 -9	-2%	-$4.71K	0.11%	149
2025 Q1	$286K	Buy	578 +46	+9%	+$25.4K	0.11%	154
2024 Q4	$278K	Buy	532 +6	+1%	+$3.13K	0.11%	166
2024 Q3	$258K	Sell	526 -8	-1%	-$3.72K	0.1%	170
2024 Q2	$238K	Buy	534 +25	+5%	+$9.96K	0.11%	138
2024 Q1	$203K	Buy	+509	New	+$192K	0.1%	160

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Hoxton Planning & Management's ISRG Position: Q2 2026 in Review

Hoxton Planning & Management reduced its Intuitive Surgical (ISRG) stake by 3.1% in Q2 2026, selling an estimated $7.43K and leaving 528 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #221.

Hoxton Planning & Management first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $318K in Q4 2025. 439 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Hoxton Planning & Management held 528 shares of Intuitive Surgical worth $210K as of Q2 2026.
Hoxton Planning & Management sold 17 Intuitive Surgical shares in Q2 2026, an estimated $7.43K.
Intuitive Surgical made up 0.05% of Hoxton Planning & Management's portfolio in Q2 2026, its #221 holding.
Hoxton Planning & Management first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
Hoxton Planning & Management's Intuitive Surgical position peaked at $318K in Q4 2025.
439 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.