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Oxford Wealth Group’s Intuitive Surgical ISRG Stock Holding History

Oxford Wealth 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
Q1 		$293K Sell
635
-110
-15% -$55.6K 0.16% 79
2025
Q4 		$422K Buy
+745
New +$397K 0.21% 64

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

Oxford Wealth Group's ISRG Position: Q1 2026 in Review

Oxford Wealth Group reduced its Intuitive Surgical (ISRG) stake by 15% in Q1 2026, selling an estimated $55.6K and leaving 635 shares worth $293K. The position accounts for 0.16% of the portfolio, ranked #79.

Oxford Wealth Group first reported a position in ISRG in Q4 2025 and has held it in 2 quarters since. The position peaked at $422K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Oxford Wealth Group held 635 shares of Intuitive Surgical worth $293K as of Q1 2026.
  • Oxford Wealth Group sold 110 Intuitive Surgical shares in Q1 2026, an estimated $55.6K.
  • Intuitive Surgical made up 0.16% of Oxford Wealth Group's portfolio in Q1 2026, its #79 holding.
  • Oxford Wealth Group first reported a position in Intuitive Surgical in Q4 2025 and has held it in 2 quarters since.
  • Oxford Wealth Group's Intuitive Surgical position peaked at $422K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.