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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Roxbury Financial's ISRG Position: Q2 2026 in Review

Roxbury Financial increased its Intuitive Surgical (ISRG) stake by 83% in Q2 2026, buying an estimated $10.9K and bringing the position to 55 shares worth $21.9K. The position accounts for 0.02% of the portfolio, ranked #258.

Roxbury Financial first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Roxbury Financial held 55 shares of Intuitive Surgical worth $21.9K as of Q2 2026.
  • Roxbury Financial bought 25 Intuitive Surgical shares in Q2 2026, an estimated $10.9K.
  • Intuitive Surgical made up 0.02% of Roxbury Financial's portfolio in Q2 2026, its #258 holding.
  • Roxbury Financial first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.