Evelyn Partners Asset Management’s Intuitive Surgical ISRG Stock Holding History

Evelyn Partners 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	$2.28M	Buy	4,942 +187	+4%	+$94.6K	0.56%	45
2025 Q4	$2.69M	Sell	4,755 -3	-0.1%	-$1.6K	0.63%	43
2025 Q3	$2.13M	Buy	4,758 +227	+5%	+$109K	0.48%	49
2025 Q2	$2.46M	Buy	4,531 +211	+5%	+$110K	0.62%	43
2025 Q1	$2.14M	Buy	4,320 +90	+2%	+$49.8K	0.6%	45
2024 Q4	$2.21M	Buy	+4,230	New	+$2.2M	0.59%	44

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evelyn Partners Asset Management's ISRG Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its Intuitive Surgical (ISRG) stake by 3.9% in Q1 2026, buying an estimated $94.6K and bringing the position to 4,942 shares worth $2.28M. The position accounts for 0.56% of the portfolio, ranked #45.

Evelyn Partners Asset Management first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.69M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Evelyn Partners Asset Management held 4,942 shares of Intuitive Surgical worth $2.28M as of Q1 2026.
Evelyn Partners Asset Management bought 187 Intuitive Surgical shares in Q1 2026, an estimated $94.6K.
Intuitive Surgical made up 0.56% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #45 holding.
Evelyn Partners Asset Management first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's Intuitive Surgical position peaked at $2.69M in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.