Evergreen Capital 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
Q2
Hold
0
-$230K 1605
2026
Q1
Sell
-500
Closed -$253K 1301
2025
Q4
$283K Buy
+500
New +$266K 0.01% 1078
2025
Q3
Hold
0
1161

Other funds holding ISRG

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. 2,250 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.
  • 2,250 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.