Roxbury Financial
ISRG icon

Roxbury Financial’s Intuitive Surgical ISRG Stock Holding History

Roxbury Financial’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 		$22.4K Hold
55
– – 0.02% 277
2026
Q2 		$21.9K Buy
55
+25
+83% +$10.9K 0.02% 258
2026
Q1 		$13.8K Hold
30
– – 0.01% 285
2025
Q4 		$17K Hold
30
– – 0.02% 265
2025
Q3 		$13.4K Sell
30
-8
-21% -$3.84K 0.01% 274
2025
Q2 		$20.6K Buy
38
+12
+46% +$6.27K 0.02% 244
2025
Q1 		$14.9K Buy
+26
New +$14.4K 0.01% 258

Other funds holding ISRG

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Roxbury Financial's ISRG Position: Q3 2026 in Review

Roxbury Financial held its Intuitive Surgical (ISRG) position steady in Q3 2026 at 55 shares worth $22.4K. The position accounts for 0.02% of the portfolio, ranked #277.

Roxbury Financial first reported a position in ISRG in Q1 2025 and has held it in 7 quarters since. 1,133 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Roxbury Financial held 55 shares of Intuitive Surgical worth $22.4K as of Q3 2026.
  • Roxbury Financial left its Intuitive Surgical share count unchanged in Q3 2026.
  • Intuitive Surgical made up 0.02% of Roxbury Financial's portfolio in Q3 2026, its #277 holding.
  • Roxbury Financial first reported a position in Intuitive Surgical in Q1 2025 and has held it in 7 quarters since.
  • 1,133 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.