EWM
ISRG icon

Evermay Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Evermay Wealth 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 		$227K Sell
492
-287
-37% -$145K 0.03% 181
2025
Q4 		$441K Buy
779
+48
+7% +$25.6K 0.05% 134
2025
Q3 		$327K Hold
731
– – 0.04% 157
2025
Q2 		$397K Buy
731
+22
+3% +$11.5K 0.05% 142
2025
Q1 		$351K Buy
709
+16
+2% +$8.85K 0.05% 147
2024
Q4 		$362K Buy
693
+266
+62% +$139K 0.05% 143
2024
Q3 		$210K Buy
427
+105
+33% +$48.9K 0.03% 194
2024
Q2 		$143K Sell
322
-28
-8% -$11.2K 0.02% 225
2024
Q1 		$140K Sell
350
-23
-6% -$8.69K 0.02% 233
2023
Q4 		$126K Buy
373
+18
+5% +$5.37K 0.02% 221
2023
Q3 		$104K Buy
355
+45
+15% +$14.1K 0.02% 235
2023
Q2 		$106K Buy
310
+13
+4% +$3.93K 0.02% 234
2023
Q1 		$75.9K Buy
297
+179
+152% +$44.1K 0.02% 266
2022
Q4 		$31.3K Buy
118
+60
+103% +$14.6K 0.01% 334
2022
Q3 		$11K Buy
+58
New +$12.5K ﹤0.01% 386

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

Evermay Wealth Management's ISRG Position: Q1 2026 in Review

Evermay Wealth Management reduced its Intuitive Surgical (ISRG) stake by 37% in Q1 2026, selling an estimated $145K and leaving 492 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #181.

Evermay Wealth Management first reported a position in ISRG in Q3 2022 and has held it in 15 quarters since. The position peaked at $441K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Evermay Wealth Management held 492 shares of Intuitive Surgical worth $227K as of Q1 2026.
  • Evermay Wealth Management sold 287 Intuitive Surgical shares in Q1 2026, an estimated $145K.
  • Intuitive Surgical made up 0.03% of Evermay Wealth Management's portfolio in Q1 2026, its #181 holding.
  • Evermay Wealth Management first reported a position in Intuitive Surgical in Q3 2022 and has held it in 15 quarters since.
  • Evermay Wealth Management's Intuitive Surgical position peaked at $441K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.