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 Q2	$46M	Buy	+115,547	New	+$50.5M	0.1%	30

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Evelyn Partners's ISRG Position: Q2 2026 in Review

Evelyn Partners opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 115,547 shares worth $46M. The stake represents 0.1% of the portfolio and ranks #30 among its holdings.

2,128 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Evelyn Partners held 115,547 shares of Intuitive Surgical worth $46M as of Q2 2026.
Intuitive Surgical was a new Evelyn Partners position in Q2 2026.
Intuitive Surgical made up 0.1% of Evelyn Partners's portfolio in Q2 2026, its #30 holding.
2,128 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.