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Oxford Financial Group’s Intuitive Surgical ISRG Stock Holding History

Oxford Financial Group’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 		$142M Sell
355,882
-7,889
-2% -$3.45M 7.17% 5
2026
Q1 		$168M Sell
363,771
-226
-0.1% -$114K 9.03% 3
2025
Q4 		$206M Sell
363,997
-10,166
-3% -$5.41M 11.33% 2
2025
Q3 		$167M Buy
374,163
+43,636
+13% +$20.9M 9.47% 3
2025
Q2 		$180M Buy
330,527
+139,158
+73% +$72.8M 10.67% 2
2025
Q1 		$94.8M Sell
191,369
-14,243
-7% -$7.88M 6.65% 5
2024
Q4 		$107M Sell
205,612
-11,975
-6% -$6.24M 6.95% 4
2024
Q3 		$107M Buy
217,587
+4,191
+2% +$1.95M 6.78% 3
2024
Q2 		$94.9M Buy
213,396
+12,091
+6% +$4.82M 6.26% 4
2024
Q1 		$80.3M Sell
201,305
-11,138
-5% -$4.21M 5.58% 5
2023
Q4 		$71.7M Buy
212,443
+42,185
+25% +$12.6M 5.26% 5
2023
Q3 		$49.8M Sell
170,258
-1,029
-0.6% -$321K 4.3% 6
2023
Q2 		$58.6M Sell
171,287
-18,739
-10% -$5.67M 5.57% 5
2023
Q1 		$48.5M Buy
190,026
+38,102
+25% +$9.39M 5.45% 5
2022
Q4 		$40.3M Buy
151,924
+25,610
+20% +$6.24M 4.7% 6
2022
Q3 		$23.7M Buy
126,314
+39,847
+46% +$8.56M 3.56% 8
2022
Q2 		$17.4M Sell
86,467
-64,350
-43% -$15.1M 2.56% 9
2022
Q1 		$45.5M Sell
150,817
-36,119
-19% -$10.6M 5.77% 5
2021
Q4 		$67.2M Sell
186,936
-42,132
-18% -$14.5M 7.55% 3
2021
Q3 		$75.9M Sell
229,068
-7,002
-3% -$2.35M 9.68% 3
2021
Q2 		$72.4M Sell
236,070
-20,394
-8% -$5.72M 9.7% 3
2021
Q1 		$63.2M Buy
256,464
+1,224
+0.5% +$308K 8.76% 3
2020
Q4 		$69.6M Sell
255,240
-57,315
-18% -$14.2M 10.08% 3
2020
Q3 		$73.9M Sell
312,555
-8,565
-3% -$1.92M 11.93% 2
2020
Q2 		$61M Buy
321,120
+3,756
+1% +$673K 10.34% 2
2020
Q1 		$52.4M Buy
+317,364
New +$58.1M 10.47% 2

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Oxford Financial Group's ISRG Position: Q2 2026 in Review

Oxford Financial Group reduced its Intuitive Surgical (ISRG) stake by 2.2% in Q2 2026, selling an estimated $3.45M and leaving 355,882 shares worth $142M. The position accounts for 7.17% of the portfolio, ranked #5.

Oxford Financial Group first reported a position in ISRG in Q1 2020 and has held it in 26 quarters since. The position peaked at $206M in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Oxford Financial Group held 355,882 shares of Intuitive Surgical worth $142M as of Q2 2026.
  • Oxford Financial Group sold 7,889 Intuitive Surgical shares in Q2 2026, an estimated $3.45M.
  • Intuitive Surgical made up 7.17% of Oxford Financial Group's portfolio in Q2 2026, its #5 holding.
  • Oxford Financial Group first reported a position in Intuitive Surgical in Q1 2020 and has held it in 26 quarters since.
  • Oxford Financial Group's Intuitive Surgical position peaked at $206M in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.