EAM
ISRG icon

Everstar Asset Management’s Intuitive Surgical ISRG Stock Holding History

Everstar Asset 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 		– Sell
-406
Closed -$230K – 203
2025
Q4 		$230K Buy
+406
New +$216K 0.12% 160
2025
Q3 		– Sell
-408
Closed -$222K – 204
2025
Q2 		$222K Hold
408
– – 0.14% 165
2025
Q1 		$202K Hold
408
– – 0.13% 165
2024
Q4 		$213K Buy
+408
New +$213K 0.15% 165

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Everstar Asset Management's ISRG Position: Q1 2026 in Review

Everstar Asset Management sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 406 shares — an estimated $230K sold.

Everstar Asset Management first reported a position in ISRG in Q4 2024 and held it in 4 quarters. The position peaked at $230K in Q4 2025. 2,314 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Everstar Asset Management reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Everstar Asset Management sold 406 Intuitive Surgical shares in Q1 2026, an estimated $230K.
  • Everstar Asset Management first reported a position in Intuitive Surgical in Q4 2024 and held it in 4 quarters.
  • Everstar Asset Management's Intuitive Surgical position peaked at $230K in Q4 2025.
  • 2,314 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.