Number of Shares
191,369.00
Current Holdings Value*
$94.78 Mil
% of Portfolio
6.65%
Total Estimate Gain
$85.14 Mil
% of Total Estimate Gain
82.76%

OXFORD FINANCIAL GROUP, LTD. LLC's Intuitive Surgical Inc Holding Summary

As of 2025-03-31, OXFORD FINANCIAL GROUP, LTD. LLC held 191,369.00 shares of Intuitive Surgical Inc(ISRG), totaling $94.78 Mil. This investment constitutes 6.65% of their stock portfolio, and OXFORD FINANCIAL GROUP, LTD. LLC now holds 0.05% of the outstanding Intuitive Surgical Inc(ISRG) stock.

The initial trade took place in 2020Q1. And since then OXFORD FINANCIAL GROUP, LTD. LLC has made 9 purchases of ISRG, at an average price of $212.39, for a total of 484,370.00 shares. In addition, there have been 12 sales at an average price of $302.95 for 293,001.00 shares. Based on historical transaction data and ISRG's current price of $518.62, OXFORD FINANCIAL GROUP, LTD. LLC's estimated gain on his ISRG holdings is $85.14 Mil, reflecting a 82.76% gain to date.

OXFORD FINANCIAL GROUP, LTD. LLC ISRG ($518.62) Holding Chart

OXFORD FINANCIAL GROUP, LTD. LLC ISRG ($518.62) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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