Evercore Wealth Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $474K | Sell |
1,029
-16
| -2% | -$8.1K | 0.01% | 289 |
|
|
2025
Q4 | $592K | Sell |
1,045
-15
| -1% | -$7.99K | 0.01% | 265 |
|
|
2025
Q3 | $474K | Hold |
1,060
| – | – | 0.01% | 300 |
|
|
2025
Q2 | $576K | Buy |
1,060
+3
| +0.3% | +$1.57K | 0.01% | 268 |
|
|
2025
Q1 | $524K | Buy |
1,057
+8
| +0.8% | +$4.42K | 0.01% | 269 |
|
|
2024
Q4 | $548K | Hold |
1,049
| – | – | 0.01% | 263 |
|
|
2024
Q3 | $515K | Sell |
1,049
-91
| -8% | -$42.4K | 0.01% | 274 |
|
|
2024
Q2 | $507K | Hold |
1,140
| – | – | 0.01% | 274 |
|
|
2024
Q1 | $455K | Buy |
1,140
+54
| +5% | +$20.4K | 0.01% | 293 |
|
|
2023
Q4 | $366K | Buy |
1,086
+225
| +26% | +$67.1K | 0.01% | 309 |
|
|
2023
Q3 | $252K | Hold |
861
| – | – | ﹤0.01% | 352 |
|
|
2023
Q2 | $294K | Hold |
861
| – | – | 0.01% | 334 |
|
|
2023
Q1 | $220K | Hold |
861
| – | – | ﹤0.01% | 373 |
|
|
2022
Q4 | $228K | Buy |
+861
| New | +$210K | ﹤0.01% | 365 |
|
|
2022
Q2 | – | Sell |
-933
| Closed | -$282K | – | 412 |
|
|
2022
Q1 | $282K | Hold |
933
| – | – | 0.01% | 360 |
|
|
2021
Q4 | $336K | Hold |
933
| – | – | 0.01% | 337 |
|
|
2021
Q3 | $309K | Hold |
933
| – | – | 0.01% | 358 |
|
|
2021
Q2 | $286K | Hold |
933
| – | – | 0.01% | 372 |
|
|
2021
Q1 | $230K | Buy |
933
+12
| +1% | +$3.02K | ﹤0.01% | 406 |
|
|
2020
Q4 | $252K | Sell |
921
-18
| -2% | -$4.47K | 0.01% | 387 |
|
|
2020
Q3 | $222K | Buy |
+939
| New | +$211K | 0.01% | 349 |
|
|
2020
Q1 | – | Sell |
-1,335
| Closed | -$263K | – | 381 |
|
|
2019
Q4 | $263K | Hold |
1,335
| – | – | 0.01% | 354 |
|
|
2019
Q3 | $240K | Sell |
1,335
-201
| -13% | -$34.8K | 0.01% | 363 |
|
|
2019
Q2 | $269K | Buy |
1,536
+345
| +29% | +$59.1K | 0.01% | 355 |
|
|
2019
Q1 | $227K | Buy |
+1,191
| New | +$212K | 0.01% | 373 |
|
|
2018
Q4 | – | Sell |
-1,056
| Closed | -$202K | – | 395 |
|
|
2018
Q3 | $202K | Buy |
+1,056
| New | +$188K | 0.01% | 406 |
|
|
2018
Q1 | – | Sell |
-171
| Closed | -$21K | – | 564 |
|
|
2017
Q4 | $21K | Hold |
171
| – | – | ﹤0.01% | 721 |
|
|
2017
Q3 | $20K | Buy |
+171
| New | +$18.6K | ﹤0.01% | 713 |
|
|
2017
Q1 | – | Sell |
-18
| Closed | -$1K | – | 1010 |
|
|
2016
Q4 | $1K | Buy |
+18
| New | +$1.32K | ﹤0.01% | 976 |
|
|
2015
Q2 | – | Sell |
-72
| Closed | -$4K | – | 1077 |
|
|
2015
Q1 | $4K | Buy |
+72
| New | +$4.08K | ﹤0.01% | 938 |
|
|
2014
Q3 | – | Sell |
-45
| Closed | -$2K | – | 965 |
|
|
2014
Q2 | $2K | Buy |
+45
| New | +$1.99K | ﹤0.01% | 976 |
|
|
2013
Q4 | – | Sell |
-900
| Closed | -$38K | – | 919 |
|
|
2013
Q3 | $38K | Sell |
900
-450
| -33% | -$19.9K | ﹤0.01% | 598 |
|
|
2013
Q2 | $76K | Buy |
+1,350
| New | +$74.4K | ﹤0.01% | 518 |
|
Other funds holding ISRG
VCM
VPM
Evercore Wealth Management's ISRG Position: Q1 2026 in Review
Evercore Wealth Management reduced its Intuitive Surgical (ISRG) stake by 1.5% in Q1 2026, selling an estimated $8.1K and leaving 1,029 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #289.
Evercore Wealth Management first reported a position in ISRG in Q2 2013 and has held it in 33 quarters since. The position peaked at $592K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Evercore Wealth Management held 1,029 shares of Intuitive Surgical worth $474K as of Q1 2026.
- Evercore Wealth Management sold 16 Intuitive Surgical shares in Q1 2026, an estimated $8.1K.
- Intuitive Surgical made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #289 holding.
- Evercore Wealth Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 33 quarters since.
- Evercore Wealth Management's Intuitive Surgical position peaked at $592K in Q4 2025.
- 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.