Hoxton Planning & Management
ISRG icon

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
Q3 		$219K Buy
538
+10
+2% +$3.82K 0.06% 214
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% +$3.12K 0.11% 166
2024
Q3 		$258K Sell
526
-8
-1% -$3.72K 0.1% 170
2024
Q2 		$238K Buy
534
+25
+5% +$10K 0.11% 138
2024
Q1 		$203K Buy
+509
New +$192K 0.1% 160

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hoxton Planning & Management's ISRG Position: Q3 2026 in Review

Hoxton Planning & Management increased its Intuitive Surgical (ISRG) stake by 1.9% in Q3 2026, buying an estimated $3.82K and bringing the position to 538 shares worth $219K. The position accounts for 0.06% of the portfolio, ranked #214.

Hoxton Planning & Management first reported a position in ISRG in Q1 2024 and has held it in 11 quarters since. The position peaked at $318K in Q4 2025. 499 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Hoxton Planning & Management held 538 shares of Intuitive Surgical worth $219K as of Q3 2026.
  • Hoxton Planning & Management bought 10 Intuitive Surgical shares in Q3 2026, an estimated $3.82K.
  • Intuitive Surgical made up 0.06% of Hoxton Planning & Management's portfolio in Q3 2026, its #214 holding.
  • Hoxton Planning & Management first reported a position in Intuitive Surgical in Q1 2024 and has held it in 11 quarters since.
  • Hoxton Planning & Management's Intuitive Surgical position peaked at $318K in Q4 2025.
  • 499 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.