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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Evergreen Capital Management increased its Intuitive Surgical (ISRG) stake by 1.9% in Q1 2026, buying an estimated $55.1K and bringing the position to 5,705 shares worth $2.63M. The position accounts for 0.06% of the portfolio, ranked #281.

Evergreen Capital Management first reported a position in ISRG in Q1 2019 and has held it in 25 quarters since. The position peaked at $3.17M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Evergreen Capital Management held 5,705 shares of Intuitive Surgical worth $2.63M as of Q1 2026.
  • Evergreen Capital Management bought 109 Intuitive Surgical shares in Q1 2026, an estimated $55.1K.
  • Intuitive Surgical made up 0.06% of Evergreen Capital Management's portfolio in Q1 2026, its #281 holding.
  • Evergreen Capital Management first reported a position in Intuitive Surgical in Q1 2019 and has held it in 25 quarters since.
  • Evergreen Capital Management's Intuitive Surgical position peaked at $3.17M in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.