EWM
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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
Q2 		$320K Buy
804
+312
+63% +$136K 0.03% 155
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Evermay Wealth Management's ISRG Position: Q2 2026 in Review

Evermay Wealth Management increased its Intuitive Surgical (ISRG) stake by 63% in Q2 2026, buying an estimated $136K and bringing the position to 804 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #155.

Evermay Wealth Management first reported a position in ISRG in Q3 2022 and has held it in 16 quarters since. The position peaked at $441K in Q4 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Evermay Wealth Management held 804 shares of Intuitive Surgical worth $320K as of Q2 2026.
  • Evermay Wealth Management bought 312 Intuitive Surgical shares in Q2 2026, an estimated $136K.
  • Intuitive Surgical made up 0.03% of Evermay Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Evermay Wealth Management first reported a position in Intuitive Surgical in Q3 2022 and has held it in 16 quarters since.
  • Evermay Wealth Management's Intuitive Surgical position peaked at $441K in Q4 2025.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.