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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.13M	Buy	8,958 +718	+9%	+$363K	0.25%	72
2025 Q4	$4.67M	Hold	8,240	–	–	0.28%	60
2025 Q3	$3.69M	Hold	8,240	–	–	0.22%	79
2025 Q2	$4.48M	Sell	8,240 -930	-10%	-$486K	0.29%	55
2025 Q1	$4.54M	Sell	9,170 -570	-6%	-$315K	0.31%	52
2024 Q4	$5.08M	Sell	9,740 -190	-2%	-$99K	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%	+$65.6K	0.24%	83
2023 Q3	$2.84K	Buy	9,710 +3,410	+54%	+$1.06M	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%	-$358K	0.14%	130
2022 Q3	$1.46M	Hold	7,770	–	–	0.13%	135
2022 Q2	$1.56M	Buy	7,770 +2,880	+59%	+$676K	0.14%	132
2022 Q1	$1.48M	Buy	4,890 +170	+4%	+$49.7K	0.11%	150
2021 Q4	$1.7M	Buy	4,720 +2,410	+104%	+$829K	0.13%	142
2021 Q3	$765K	Buy	+2,310	New	+$776K	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%	+$209K	0.16%	172
2016 Q3	$414K	Sell	5,139 -2,610	-34%	-$200K	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%	+$176K	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	+$217K	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	+$442K	0.2%	145

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Everence Capital Management's ISRG Position: Q1 2026 in Review

Everence Capital Management increased its Intuitive Surgical (ISRG) stake by 8.7% in Q1 2026, buying an estimated $363K and bringing the position to 8,958 shares worth $4.13M. The position accounts for 0.25% of the portfolio, ranked #72.

Everence Capital Management first reported a position in ISRG in Q2 2013 and has held it in 44 quarters since. The position peaked at $5.08M in Q4 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Everence Capital Management held 8,958 shares of Intuitive Surgical worth $4.13M as of Q1 2026.
Everence Capital Management bought 718 Intuitive Surgical shares in Q1 2026, an estimated $363K.
Intuitive Surgical made up 0.25% of Everence Capital Management's portfolio in Q1 2026, its #72 holding.
Everence Capital Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 44 quarters since.
Everence Capital Management's Intuitive Surgical position peaked at $5.08M in Q4 2024.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.