OXFORD FINANCIAL GROUP, LTD. LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1245862 INDIANAPOLIS, IN

Back to ISRG Full portfolio

Position in ISRG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$141,527,153

-$26,167,640 QoQ

Shares Held

355,882

-2.2% QoQ

Ownership

0.101%

of shares outstanding

% of Portfolio

18.20%

of 13F equity value

Holder Rank

#116

of 2,222 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in ISRG Over Time

Shares Held

Position Value (USD)

Position in Medical Instruments & Supplies

Healthcare · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $141,527,153 across 1 Medical Instruments & Supplies name. ISRG ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ISRG	Intuitive Surgical Inc This page	355,882	$141,527,153

All Filings in ISRG

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$141,527,153	355,882	-2.2%	Shares	Sole	2026-08-11
2026-03-31	$167,694,793	363,771	-0.1%	Shares	Sole	2026-05-06
2025-12-31	$206,153,340	363,997	-2.7%	Shares	Sole	2026-02-13
2025-09-30	$167,336,918	374,163	+13.2%	Shares	Sole	2025-11-13
2025-06-30	$179,611,677	330,527	+72.7%	Shares	Sole	2025-08-14
2025-03-31	$94,779,324	191,369	-6.9%	Shares	Sole	2025-05-15
2024-12-31	$107,321,239	205,612	-5.5%	Shares	Sole	2025-02-11
2024-09-30	$106,893,965	217,587	+2.0%	Shares	Sole	2024-11-12
2024-06-30	$94,929,210	213,396	+6.0%	Shares	Sole	2024-08-14
2024-03-31	$80,338,812	201,305	-5.2%	Shares	Sole	2024-05-13
2023-12-31	$71,669,770	212,443	+24.8%	Shares	Sole	2024-02-14
2023-09-30	$49,764,710	170,258	-0.6%	Shares	Sole	2023-11-13
2023-06-30	$58,569,876	171,287	-9.9%	Shares	Sole	2023-08-10
2023-03-31	$48,545,942	190,026	+25.1%	Shares	Sole	2023-05-12
2022-12-31	$40,313,033	151,924	+20.3%	Shares	Sole	2023-02-14
2022-09-30	$23,676,296	126,314	+46.1%	Shares	Sole	2022-11-02
2022-06-30	$17,354,791	86,467	-42.7%	Shares	Sole	2022-08-11
2022-03-31	$45,498,472	150,817	-19.3%	Shares	Sole	2022-05-13
2021-12-31	$67,166,104	186,936	+144.8%	Shares	Sole	2022-02-10
2021-09-30	$75,909,309	76,356	-3.0%	Shares	Sole	2021-11-12
2021-06-30	$72,366,479	78,690	-8.0%	Shares	Sole	2021-08-03
2021-03-31	$63,170,494	85,488	+0.5%	Shares	Sole	2021-05-10
2020-12-31	$69,603,948	85,080	-18.3%	Shares	Sole	2021-02-10
2020-09-30	$73,923,414	104,185	-2.7%	Shares	Sole	2020-11-12
2020-06-30	$60,994,592	107,040	+1.2%	Shares	Sole	2020-08-05
2020-03-31	$52,387,275	105,788	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.