Evermay Wealth Management
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
Q3 		$224K Sell
551
-253
-31% -$96.6K 0.02% 193
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Evermay Wealth Management's ISRG Position: Q3 2026 in Review

Evermay Wealth Management reduced its Intuitive Surgical (ISRG) stake by 31% in Q3 2026, selling an estimated $96.6K and leaving 551 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #193.

Evermay Wealth Management first reported a position in ISRG in Q3 2022 and has held it in 17 quarters since. The position peaked at $441K in Q4 2025. 1,245 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Evermay Wealth Management held 551 shares of Intuitive Surgical worth $224K as of Q3 2026.
  • Evermay Wealth Management sold 253 Intuitive Surgical shares in Q3 2026, an estimated $96.6K.
  • Intuitive Surgical made up 0.02% of Evermay Wealth Management's portfolio in Q3 2026, its #193 holding.
  • Evermay Wealth Management first reported a position in Intuitive Surgical in Q3 2022 and has held it in 17 quarters since.
  • Evermay Wealth Management's Intuitive Surgical position peaked at $441K in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.