Evercore Wealth Management, LLC

Position in ISRG — Intuitive Surgical Inc

CIK 1482689 New York, NY

Position in ISRG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$386,544

-$87,814 QoQ

Shares Held

972

-5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,549

of 2,223 holders

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 98% Shared 2% None 0%

Healthcare · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $2,808,249 across 3 Medical Instruments & Supplies names. ISRG ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATR	Aptargroup, Inc.	10,860	$1,359,672
2	BDX	Becton Dickinson & Co	7,018	$1,062,033
3	ISRG	Intuitive Surgical Inc This page	972	$386,544

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$386,544	972	-5.5%	Shares	Defined	2026-08-14
2026-03-31	$474,358	1,029	-1.5%	Shares	Defined	2026-05-15
2025-12-31	$591,845	1,045	-1.4%	Shares	Sole	2026-02-17
2025-09-30	$474,063	1,060	0.0%	Shares	Sole	2025-11-14
2025-06-30	$576,013	1,060	+0.3%	Shares	Defined	2025-08-14
2025-03-31	$523,499	1,057	+0.8%	Shares	Defined	2025-05-15
2024-12-31	$547,535	1,049	0.0%	Shares	Sole	2025-02-14
2024-09-30	$515,341	1,049	-8.0%	Shares	Defined	2024-11-14
2024-06-30	$507,128	1,140	0.0%	Shares	Sole	2024-08-14
2024-03-31	$454,962	1,140	+5.0%	Shares	Sole	2024-05-15
2023-12-31	$366,372	1,086	+26.1%	Shares	Defined	2024-02-14
2023-09-30	$251,660	861	0.0%	Shares	Sole	2023-11-14
2023-06-30	$294,410	861	0.0%	Shares	Sole	2023-08-04
2023-03-31	$219,959	861	0.0%	Shares	Sole	2023-05-15
2022-12-31	$228,466	861	-7.7%	Shares	Sole	2023-02-14
2022-03-31	$281,466	933	0.0%	Shares	Defined	2022-05-16
2021-12-31	$335,226	933	+200.0%	Shares	Defined	2022-02-14
2021-09-30	$309,179	311	0.0%	Shares	Defined	2021-11-15
2021-06-30	$286,007	311	0.0%	Shares	Defined	2021-08-16
2021-03-31	$229,810	311	+1.3%	Shares	Defined	2021-05-17
2020-12-31	$251,156	307	-1.9%	Shares	Defined	2021-02-16
2020-09-30	$222,085	313	—	Shares	Defined	2020-11-16
No filing history on record for this holder in this stock.