Evergreen Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Evergreen Private Wealth’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
2025 Q4	–	Sell	-66	Closed	-$29.5K	–	149
2025 Q3	$29.5K	Hold	66	–	–	0.01%	126
2025 Q2	$35.9K	Buy	66 +12	+22%	+$6.27K	0.02%	123
2025 Q1	$26.7K	Hold	54	–	–	0.01%	129
2024 Q4	$28.2K	Hold	54	–	–	0.01%	131
2024 Q3	$26.5K	Hold	54	–	–	0.01%	137
2024 Q2	$24K	Hold	54	–	–	0.01%	138
2024 Q1	$21.6K	Hold	54	–	–	0.01%	151
2023 Q4	$18.2K	Buy	+54	New	+$16.1K	0.01%	153

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Evergreen Private Wealth's ISRG Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 66 shares — an estimated $29.5K sold.

Evergreen Private Wealth first reported a position in ISRG in Q4 2023 and held it in 8 quarters. The position peaked at $35.9K in Q2 2025. 2,415 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

Evergreen Private Wealth reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 66 Intuitive Surgical shares in Q4 2025, an estimated $29.5K.
Evergreen Private Wealth first reported a position in Intuitive Surgical in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's Intuitive Surgical position peaked at $35.9K in Q2 2025.
2,415 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.