EW
ISRG icon

Evoke Wealth’s Intuitive Surgical ISRG Stock Holding History

Evoke Wealth’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 		– Sell
-3,387
Closed -$1.56M – 318
2026
Q1 		$1.56M Buy
3,387
+643
+23% +$325K 0.03% 211
2025
Q4 		$1.55M Buy
2,744
+835
+44% +$445K 0.03% 221
2025
Q3 		$854K Buy
1,909
+298
+18% +$143K 0.02% 273
2025
Q2 		$875K Buy
1,611
+428
+36% +$224K 0.02% 251
2025
Q1 		$586K Buy
1,183
+96
+9% +$53.1K 0.02% 255
2024
Q4 		$567K Buy
1,087
+313
+40% +$163K 0.02% 245
2024
Q3 		$380K Buy
+774
New +$360K 0.01% 300
2024
Q2 		– Sell
-640
Closed -$255K – 237
2024
Q1 		$255K Buy
+640
New +$242K 0.01% 344
2023
Q3 		– Sell
-873
Closed -$299K – 388
2023
Q2 		$299K Buy
+873
New +$264K 0.01% 288
2022
Q4 		– Sell
-611
Closed -$115K – 750
2022
Q3 		$115K Sell
611
-142
-19% -$30.5K ﹤0.01% 392
2022
Q2 		$151K Sell
753
-248
-25% -$58.2K 0.01% 352
2022
Q1 		$302K Buy
1,001
+122
+14% +$35.6K 0.01% 290
2021
Q4 		$316K Buy
879
+702
+397% +$242K 0.01% 300
2021
Q3 		$58K Sell
177
-48
-21% -$16.1K ﹤0.01% 493
2021
Q2 		$69K Buy
225
+15
+7% +$4.21K ﹤0.01% 491
2021
Q1 		$52K Buy
210
+96
+84% +$24.2K ﹤0.01% 449
2020
Q4 		$31K Hold
114
– – ﹤0.01% 437
2020
Q3 		$27K Hold
114
– – ﹤0.01% 438
2020
Q2 		$22K Sell
114
-15
-12% -$2.69K ﹤0.01% 447
2020
Q1 		$21.3K Sell
129
-93
-42% -$17K ﹤0.01% 431
2019
Q4 		$43.7K Sell
222
-18
-8% -$3.37K 0.01% 444
2019
Q3 		$43.2K Buy
+240
New +$41.5K 0.01% 497

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

Evoke Wealth's ISRG Position: Q2 2026 in Review

Evoke Wealth sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 3,387 shares — an estimated $1.56M sold.

Evoke Wealth first reported a position in ISRG in Q3 2019 and held it in 22 quarters. The position peaked at $1.56M in Q1 2026. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Evoke Wealth reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 3,387 Intuitive Surgical shares in Q2 2026, an estimated $1.56M.
  • Evoke Wealth first reported a position in Intuitive Surgical in Q3 2019 and held it in 22 quarters.
  • Evoke Wealth's Intuitive Surgical position peaked at $1.56M in Q1 2026.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.