Oxford Financial Group, Ltd. LLC / ISRG
Oxford Financial Group, Ltd. LLC’s Intuitive Surgical Inc Position
Does Oxford Financial Group, Ltd. LLC own Intuitive Surgical Inc (ISRG)? Yes — 363.8K shares worth $168M (+9.03% of its 13F portfolio) as of Q1 2026, down from 364.0K shares the prior filed quarter.
Position Value
$168M
Q1 2026
Shares
363.8K
% of Portfolio
+9.03%
Quarters Held
25
currently held
Position History ISRG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 363.8K | $168M | +9.03% |
| Q4 2025 | 364.0K | $206M | +11.33% |
| Q3 2025 | 374.2K | $167M | +9.47% |
| Q2 2025 | 330.5K | $180M | +10.67% |
| Q1 2025 | 191.4K | $95M | +6.65% |
| Q4 2024 | 205.6K | $107M | +6.95% |
| Q3 2024 | 217.6K | $107M | +6.78% |
| Q2 2024 | 213.4K | $95M | +6.26% |
| Q1 2024 | 201.3K | $80M | +5.58% |
| Q4 2023 | 212.4K | $72M | +5.26% |
| Q3 2023 | 170.3K | $50M | +4.30% |
| Q2 2023 | 171.3K | $59M | +5.57% |
| Q1 2023 | 190.0K | $49M | +5.45% |
| Q4 2022 | 151.9K | $40M | +4.70% |
| Q3 2022 | 126.3K | $24M | +3.56% |
| Q2 2022 | 86.5K | $17M | +2.56% |
| Q1 2022 | 150.8K | $45M | +5.77% |
| Q4 2021 | 186.9K | $67M | +7.55% |
| Q3 2021 | 76.4K | $76M | +9.68% |
| Q2 2021 | 78.7K | $72M | +9.70% |
| Q1 2021 | 85.5K | $63M | +8.76% |
| Q4 2020 | 85.1K | $70M | +10.08% |
| Q3 2020 | 104.2K | $74M | +11.93% |
| Q2 2020 | 107.0K | $61M | +10.34% |
| Q1 2020 | 105.8K | $52M | +10.47% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Oxford Financial Group, Ltd. LLC’s full portfolio or all institutional holders of ISRG.