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Everhart Financial Group’s Intuitive Surgical ISRG Stock Holding History

Everhart Financial Group’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 		$1.42M Sell
3,582
-632
-15% -$276K 0.09% 117
2026
Q1 		$1.94M Buy
4,214
+67
+2% +$33.9K 0.17% 81
2025
Q4 		$2.35M Buy
4,147
+1,098
+36% +$585K 0.22% 56
2025
Q3 		$1.36M Sell
3,049
-354
-10% -$170K 0.14% 99
2025
Q2 		$1.85M Buy
3,403
+132
+4% +$69K 0.21% 62
2025
Q1 		$1.62M Buy
3,271
+75
+2% +$41.5K 0.22% 59
2024
Q4 		$1.67M Buy
3,196
+150
+5% +$78.1K 0.34% 51
2024
Q3 		$1.5M Buy
3,046
+368
+14% +$171K 0.33% 52
2024
Q2 		$1.19M Buy
2,678
+372
+16% +$148K 0.31% 57
2024
Q1 		$920K Buy
2,306
+355
+18% +$134K 0.27% 76
2023
Q4 		$658K Buy
1,951
+501
+35% +$149K 0.23% 90
2023
Q3 		$424K Buy
1,450
+196
+16% +$61.2K 0.18% 108
2023
Q2 		$429K Buy
1,254
+193
+18% +$58.4K 0.18% 111
2023
Q1 		$271K Sell
1,061
-128
-11% -$31.5K 0.12% 151
2022
Q4 		$316K Sell
1,189
-247
-17% -$60.2K 0.16% 116
2022
Q3 		$269K Buy
1,436
+296
+26% +$63.6K 0.15% 142
2022
Q2 		$229K Buy
+1,140
New +$267K 0.14% 155

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
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Everhart Financial Group's ISRG Position: Q2 2026 in Review

Everhart Financial Group reduced its Intuitive Surgical (ISRG) stake by 15% in Q2 2026, selling an estimated $276K and leaving 3,582 shares worth $1.42M. The position accounts for 0.09% of the portfolio, ranked #117.

Everhart Financial Group first reported a position in ISRG in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.35M in Q4 2025. 331 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Everhart Financial Group held 3,582 shares of Intuitive Surgical worth $1.42M as of Q2 2026.
  • Everhart Financial Group sold 632 Intuitive Surgical shares in Q2 2026, an estimated $276K.
  • Intuitive Surgical made up 0.09% of Everhart Financial Group's portfolio in Q2 2026, its #117 holding.
  • Everhart Financial Group first reported a position in Intuitive Surgical in Q2 2022 and has held it in 17 quarters since.
  • Everhart Financial Group's Intuitive Surgical position peaked at $2.35M in Q4 2025.
  • 331 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.