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

Evelyn Partners Investment 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 		$28.8M Buy
62,473
+8,874
+17% +$4.49M 0.78% 33
2025
Q4 		$30.4M Buy
53,599
+6,101
+13% +$3.25M 0.84% 31
2025
Q3 		$21.2M Buy
47,498
+8,647
+22% +$4.15M 0.6% 40
2025
Q2 		$21.1M Buy
38,851
+3,435
+10% +$1.8M 0.65% 41
2025
Q1 		$17.5M Buy
35,416
+4,775
+16% +$2.64M 0.58% 44
2024
Q4 		$16M Buy
+30,641
New +$16M 0.52% 45

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

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

Evelyn Partners Investment Management increased its Intuitive Surgical (ISRG) stake by 17% in Q1 2026, buying an estimated $4.49M and bringing the position to 62,473 shares worth $28.8M. The position accounts for 0.78% of the portfolio, ranked #33.

Evelyn Partners Investment Management first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $30.4M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Evelyn Partners Investment Management held 62,473 shares of Intuitive Surgical worth $28.8M as of Q1 2026.
  • Evelyn Partners Investment Management bought 8,874 Intuitive Surgical shares in Q1 2026, an estimated $4.49M.
  • Intuitive Surgical made up 0.78% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #33 holding.
  • Evelyn Partners Investment Management first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Intuitive Surgical position peaked at $30.4M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

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