Oxford Wealth Group, LLC

SEC CIK: 0002007082
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

ISRG holding history

Intuitive Surgical Inc in every 13F filed by Oxford Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ISRG overview All 13F holders of ISRG Full Q2 2026 holdings

Shares (Q2 2026): 613
Value: $243.8K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of ISRG by Oxford Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	613	$243.8K	0.1%	−22−3.5%	Reduced	Holders
Q1 2026	635	$292.7K	0.2%	−110−14.8%	Reduced	Holders
Q4 2025	745	$421.9K	0.2%	–	No prior filing	Holders