Evolution Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Evolution 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 Q2	$7.16K	Buy	+18	New	+$7.86K	﹤0.01%	636

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Evolution Wealth Management's ISRG Position: Q2 2026 in Review

Evolution Wealth Management opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 18 shares worth $7.16K. The stake represents ﹤0.01% of the portfolio and ranks #636 among its holdings.

2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Evolution Wealth Management held 18 shares of Intuitive Surgical worth $7.16K as of Q2 2026.
Intuitive Surgical was a new Evolution Wealth Management position in Q2 2026.
Intuitive Surgical made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #636 holding.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.