Everence Capital Management’s Intuitive Surgical ISRG Stock Holding History

Everence Capital Management’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.48M	Sell	8,240 -930	-10%	-$505K	0.29%	55
2025 Q1	$4.54M	Sell	9,170 -570	-6%	-$282K	0.31%	52
2024 Q4	$5.08M	Sell	9,740 -190	-2%	-$99.2K	0.33%	46
2024 Q3	$4.88M	Hold	9,930	–	–	0.31%	53
2024 Q2	$3.68K	Hold	9,930	–	–	0.26%	71
2024 Q1	$3.96K	Hold	9,930	–	–	0.26%	77
2023 Q4	$3.35M	Buy	9,930 +220	+2%	+$74.2K	0.24%	83
2023 Q3	$2.84K	Buy	9,710 +3,410	+54%	+$997	0.22%	90
2023 Q2	$1.94M	Hold	6,300	–	–	0.16%	120
2023 Q1	$1.61K	Hold	6,300	–	–	0.13%	134
2022 Q4	$1.67K	Sell	6,300 -1,470	-19%	-$390	0.14%	130
2022 Q3	$1.46M	Hold	7,770	–	–	0.13%	135
2022 Q2	$1.56M	Buy	7,770 +2,880	+59%	+$578K	0.14%	132
2022 Q1	$1.48M	Buy	4,890 +170	+4%	+$51.3K	0.11%	150
2021 Q4	$1.7M	Buy	4,720 +2,410	+104%	+$866K	0.13%	142
2021 Q3	$765K	Buy	+2,310	New	+$765K	0.06%	249
2019 Q4	–	Sell	-7,983	Closed	-$1.44M	–	683
2019 Q3	$1.44M	Hold	7,983	–	–	0.23%	98
2019 Q2	$1.4M	Hold	7,983	–	–	0.23%	102
2019 Q1	$1.52M	Hold	7,983	–	–	0.27%	89
2018 Q4	$1.27M	Hold	7,983	–	–	0.3%	87
2018 Q3	$1.53M	Hold	7,983	–	–	0.3%	81
2018 Q2	$1.27M	Hold	7,983	–	–	0.27%	93
2018 Q1	$1.1M	Hold	7,983	–	–	0.24%	111
2017 Q4	$971K	Hold	7,983	–	–	0.21%	121
2017 Q3	$928K	Hold	7,983	–	–	0.21%	136
2017 Q2	$830K	Hold	7,983	–	–	0.2%	140
2017 Q1	$680K	Hold	7,983	–	–	0.18%	161
2016 Q4	$563K	Buy	7,983 +2,844	+55%	+$201K	0.16%	172
2016 Q3	$414K	Sell	5,139 -2,610	-34%	-$210K	0.12%	209
2016 Q2	$569K	Hold	7,749	–	–	0.17%	170
2016 Q1	$518K	Hold	7,749	–	–	0.16%	176
2015 Q4	$470K	Hold	7,749	–	–	0.15%	192
2015 Q3	$396K	Hold	7,749	–	–	0.14%	196
2015 Q2	$417K	Buy	7,749 +3,150	+68%	+$170K	0.13%	202
2015 Q1	$256K	Hold	4,599	–	–	0.09%	253
2014 Q4	$270K	Hold	4,599	–	–	0.09%	241
2014 Q3	$240K	Hold	4,599	–	–	0.09%	243
2014 Q2	$210K	Hold	4,599	–	–	0.08%	255
2014 Q1	$224K	Buy	+4,599	New	+$224K	0.09%	247
2013 Q4	–	Sell	-8,019	Closed	-$335K	–	272
2013 Q3	$335K	Hold	8,019	–	–	0.14%	181
2013 Q2	$451K	Buy	+8,019	New	+$451K	0.2%	145