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Evergreen Capital Management’s Intuitive Surgical ISRG Stock Holding History

Evergreen 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
Q2 		$2.54M Buy
6,379
+674
+12% +$294K 0.04% 300
2026
Q1 		$2.63M Buy
5,705
+109
+2% +$55.1K 0.06% 281
2025
Q4 		$3.17M Buy
5,596
+758
+16% +$404K 0.07% 241
2025
Q3 		$2.16M Sell
4,838
-200
-4% -$96K 0.05% 279
2025
Q2 		$2.74M Buy
5,038
+750
+17% +$392K 0.08% 227
2025
Q1 		$2.12M Buy
4,288
+20
+0.5% +$11.1K 0.07% 244
2024
Q4 		$2.23M Buy
4,268
+112
+3% +$58.3K 0.07% 242
2024
Q3 		$2.04M Buy
4,156
+149
+4% +$69.4K 0.07% 246
2024
Q2 		$1.78M Buy
4,007
+64
+2% +$25.5K 0.06% 243
2024
Q1 		$1.57M Buy
3,943
+999
+34% +$377K 0.06% 252
2023
Q4 		$993K Buy
2,944
+35
+1% +$10.4K 0.04% 295
2023
Q3 		$850K Sell
2,909
-108
-4% -$33.7K 0.04% 305
2023
Q2 		$1.03M Buy
3,017
+116
+4% +$35.1K 0.04% 285
2023
Q1 		$741K Sell
2,901
-93
-3% -$22.9K 0.03% 307
2022
Q4 		$794K Buy
2,994
+798
+36% +$195K 0.04% 302
2022
Q3 		$411K Buy
2,196
+2
+0.1% +$430 0.02% 380
2022
Q2 		$440K Sell
2,194
-85
-4% -$19.9K 0.02% 361
2022
Q1 		$688K Buy
2,279
+48
+2% +$14K 0.03% 330
2021
Q4 		$802K Buy
2,231
+77
+4% +$26.5K 0.03% 313
2021
Q3 		$714K Buy
2,154
+78
+4% +$26.2K 0.03% 317
2021
Q2 		$636K Buy
2,076
+273
+15% +$76.6K 0.03% 308
2021
Q1 		$444K Sell
1,803
-12
-0.7% -$3.02K 0.02% 333
2020
Q4 		$495K Buy
1,815
+54
+3% +$13.4K 0.03% 289
2020
Q3 		$416K Buy
1,761
+63
+4% +$14.1K 0.03% 280
2020
Q2 		$323K Buy
+1,698
New +$304K 0.02% 296
2019
Q2 		– Sell
-1,110
Closed -$211K – 455
2019
Q1 		$211K Buy
+1,110
New +$197K 0.02% 350

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Evergreen Capital Management's ISRG Position: Q2 2026 in Review

Evergreen Capital Management increased its Intuitive Surgical (ISRG) stake by 12% in Q2 2026, buying an estimated $294K and bringing the position to 6,379 shares worth $2.54M. The position accounts for 0.04% of the portfolio, ranked #300.

Evergreen Capital Management first reported a position in ISRG in Q1 2019 and has held it in 26 quarters since. The position peaked at $3.17M in Q4 2025. 773 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Evergreen Capital Management held 6,379 shares of Intuitive Surgical worth $2.54M as of Q2 2026.
  • Evergreen Capital Management bought 674 Intuitive Surgical shares in Q2 2026, an estimated $294K.
  • Intuitive Surgical made up 0.04% of Evergreen Capital Management's portfolio in Q2 2026, its #300 holding.
  • Evergreen Capital Management first reported a position in Intuitive Surgical in Q1 2019 and has held it in 26 quarters since.
  • Evergreen Capital Management's Intuitive Surgical position peaked at $3.17M in Q4 2025.
  • 773 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.