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Evolve Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Evolve Private 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 		$261K Sell
656
-703
-52% -$307K 0.02% 801
2026
Q1 		$626K Buy
1,359
+493
+57% +$249K 0.03% 480
2025
Q4 		$490K Buy
+866
New +$461K 0.03% 536

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's ISRG Position: Q2 2026 in Review

Evolve Private Wealth reduced its Intuitive Surgical (ISRG) stake by 52% in Q2 2026, selling an estimated $307K and leaving 656 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #801.

Evolve Private Wealth first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $626K in Q1 2026. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Evolve Private Wealth held 656 shares of Intuitive Surgical worth $261K as of Q2 2026.
  • Evolve Private Wealth sold 703 Intuitive Surgical shares in Q2 2026, an estimated $307K.
  • Intuitive Surgical made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #801 holding.
  • Evolve Private Wealth first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Intuitive Surgical position peaked at $626K in Q1 2026.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.