Evelyn Partners’s Intuitive Surgical ISRG Stock Holding History

Evelyn Partners’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 Q3	$49.9M	Buy	122,618 +7,071	+6%	+$2.7M	0.8%	29
2026 Q2	$46M	Buy	+115,547	New	+$50.5M	0.1%	30

Other funds holding ISRG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Evelyn Partners's ISRG Position: Q3 2026 in Review

Evelyn Partners increased its Intuitive Surgical (ISRG) stake by 6.1% in Q3 2026, buying an estimated $2.7M and bringing the position to 122,618 shares worth $49.9M. The position accounts for 0.8% of the portfolio, ranked #29.

Evelyn Partners first reported a position in ISRG in Q2 2026 and has held it in 2 quarters since. 1,919 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Evelyn Partners held 122,618 shares of Intuitive Surgical worth $49.9M as of Q3 2026.
Evelyn Partners bought 7,071 Intuitive Surgical shares in Q3 2026, an estimated $2.7M.
Intuitive Surgical made up 0.8% of Evelyn Partners's portfolio in Q3 2026, its #29 holding.
Evelyn Partners first reported a position in Intuitive Surgical in Q2 2026 and has held it in 2 quarters since.
1,919 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.