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Everpar Advisors’s Intuitive Surgical ISRG Stock Holding History

Everpar Advisors’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 		$358K Sell
901
-300
-25% -$131K 0.1% 190
2026
Q1 		$554K Buy
1,201
+53
+5% +$26.8K 0.19% 120
2025
Q4 		$650K Buy
1,148
+132
+13% +$70.3K 0.24% 89
2025
Q3 		$454K Sell
1,016
-251
-20% -$120K 0.18% 132
2025
Q2 		$689K Buy
1,267
+25
+2% +$13.1K 0.31% 69
2025
Q1 		$615K Sell
1,242
-108
-8% -$59.7K 0.33% 72
2024
Q4 		$705K Sell
1,350
-40
-3% -$20.8K 0.36% 57
2024
Q3 		$683K Sell
1,390
-19
-1% -$8.85K 0.35% 67
2024
Q2 		$627K Buy
1,409
+348
+33% +$139K 0.31% 86
2024
Q1 		$423K Sell
1,061
-190
-15% -$71.8K 0.26% 129
2023
Q4 		$422K Buy
+1,251
New +$373K 0.2% 175

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

Everpar Advisors's ISRG Position: Q2 2026 in Review

Everpar Advisors reduced its Intuitive Surgical (ISRG) stake by 25% in Q2 2026, selling an estimated $131K and leaving 901 shares worth $358K. The position accounts for 0.1% of the portfolio, ranked #190.

Everpar Advisors first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $705K in Q4 2024. 331 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Everpar Advisors held 901 shares of Intuitive Surgical worth $358K as of Q2 2026.
  • Everpar Advisors sold 300 Intuitive Surgical shares in Q2 2026, an estimated $131K.
  • Intuitive Surgical made up 0.1% of Everpar Advisors's portfolio in Q2 2026, its #190 holding.
  • Everpar Advisors first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's Intuitive Surgical position peaked at $705K in Q4 2024.
  • 331 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.