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EverSource Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

EverSource Wealth 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 		$622K Sell
1,563
-517
-25% -$226K 0.02% 488
2026
Q1 		$959K Buy
2,080
+195
+10% +$98.7K 0.03% 393
2025
Q4 		$1.07M Buy
1,885
+362
+24% +$193K 0.04% 321
2025
Q3 		$681K Sell
1,523
-227
-13% -$109K 0.03% 404
2025
Q2 		$951K Buy
1,750
+406
+30% +$212K 0.04% 292
2025
Q1 		$666K Buy
1,344
+134
+11% +$74.1K 0.04% 326
2024
Q4 		$632K Buy
1,210
+170
+16% +$88.5K 0.04% 321
2024
Q3 		$511K Sell
1,040
-117
-10% -$54.5K 0.03% 322
2024
Q2 		$514K Buy
1,157
+281
+32% +$112K 0.03% 308
2024
Q1 		$325K Buy
876
+22
+3% +$8.31K 0.03% 356
2023
Q4 		$288K Buy
854
+62
+8% +$18.5K 0.03% 349
2023
Q3 		$231K Buy
792
+91
+13% +$28.4K 0.02% 363
2023
Q2 		$240K Sell
701
-34
-5% -$10.3K 0.03% 362
2023
Q1 		$188K Sell
735
-2
-0.3% -$493 0.02% 378
2022
Q4 		$196K Sell
737
-193
-21% -$47.1K 0.03% 355
2022
Q3 		$174K Buy
930
+187
+25% +$40.2K 0.04% 321
2022
Q2 		$150K Buy
743
+201
+37% +$47.2K 0.04% 297
2022
Q1 		$163K Buy
542
+185
+52% +$54K 0.04% 274
2021
Q4 		$129K Buy
+357
New +$123K 0.04% 274

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

EverSource Wealth Advisors's ISRG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 25% in Q2 2026, selling an estimated $226K and leaving 1,563 shares worth $622K. The position accounts for 0.02% of the portfolio, ranked #488.

EverSource Wealth Advisors first reported a position in ISRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.07M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • EverSource Wealth Advisors held 1,563 shares of Intuitive Surgical worth $622K as of Q2 2026.
  • EverSource Wealth Advisors sold 517 Intuitive Surgical shares in Q2 2026, an estimated $226K.
  • Intuitive Surgical made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #488 holding.
  • EverSource Wealth Advisors first reported a position in Intuitive Surgical in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Intuitive Surgical position peaked at $1.07M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.