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Evanson Asset Management’s Intuitive Surgical ISRG Stock Holding History

Evanson Asset Management’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
Q1 		$233K Buy
505
+2
+0.4% +$1.01K 0.01% 292
2025
Q4 		$285K Hold
503
– – 0.02% 274
2025
Q3 		$225K Hold
503
– – 0.01% 304
2025
Q2 		$273K Buy
+503
New +$263K 0.02% 275

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evanson Asset Management's ISRG Position: Q1 2026 in Review

Evanson Asset Management increased its Intuitive Surgical (ISRG) stake by 0.4% in Q1 2026, buying an estimated $1.01K and bringing the position to 505 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #292.

Evanson Asset Management first reported a position in ISRG in Q2 2025 and has held it in 4 quarters since. The position peaked at $285K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Evanson Asset Management held 505 shares of Intuitive Surgical worth $233K as of Q1 2026.
  • Evanson Asset Management bought 2 Intuitive Surgical shares in Q1 2026, an estimated $1.01K.
  • Intuitive Surgical made up 0.01% of Evanson Asset Management's portfolio in Q1 2026, its #292 holding.
  • Evanson Asset Management first reported a position in Intuitive Surgical in Q2 2025 and has held it in 4 quarters since.
  • Evanson Asset Management's Intuitive Surgical position peaked at $285K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.