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Halbert Hargrove Global Advisors’s Intuitive Surgical ISRG Stock Holding History

Halbert Hargrove Global Advisors’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 		$1.71M Sell
4,296
-54
-1% -$23.6K 0.07% 39
2026
Q1 		$2.01M Sell
4,350
-86
-2% -$43.5K 0.1% 36
2025
Q4 		$2.51M Sell
4,436
-73
-2% -$38.9K 0.12% 30
2025
Q3 		$2.02M Sell
4,509
-36
-0.8% -$17.3K 0.1% 34
2025
Q2 		$2.47M Sell
4,545
-316
-7% -$165K 0.13% 29
2025
Q1 		$2.41M Buy
4,861
+7
+0.1% +$3.87K 0.14% 29
2024
Q4 		$2.53M Buy
4,854
+303
+7% +$158K 0.14% 30
2024
Q3 		$2.24M Sell
4,551
-900
-17% -$419K 0.12% 30
2024
Q2 		$2.42M Sell
5,451
-400
-7% -$159K 0.14% 27
2024
Q1 		$2.34M Buy
5,851
+1,765
+43% +$667K 0.15% 30
2023
Q4 		$1.38M Buy
4,086
+61
+2% +$18.2K 0.09% 38
2023
Q3 		$1.18M Buy
+4,025
New +$1.26M 0.09% 38
2023
Q2 		– Sell
-982
Closed -$251K – 129
2023
Q1 		$251K Buy
982
+33
+3% +$8.13K 0.02% 134
2022
Q4 		$252K Buy
+949
New +$231K 0.02% 130
2022
Q3 		– Sell
-1,065
Closed -$214K – 157
2022
Q2 		$214K Buy
1,065
+91
+9% +$21.3K 0.02% 141
2022
Q1 		$294K Sell
974
-7
-0.7% -$2.04K 0.02% 119
2021
Q4 		$352K Buy
981
+9
+0.9% +$3.1K 0.02% 102
2021
Q3 		$322K Buy
972
+102
+12% +$34.3K 0.02% 94
2021
Q2 		$266K Buy
870
+9
+1% +$2.52K 0.02% 120
2021
Q1 		$212K Buy
861
+21
+3% +$5.28K 0.02% 122
2020
Q4 		$229K Buy
+840
New +$209K 0.02% 104
2014
Q2 		– Sell
-5,544
Closed -$270K – 131
2014
Q1 		$270K Buy
5,544
+747
+16% +$35.2K 0.08% 93
2013
Q4 		$205K Sell
4,797
-1,278
-21% -$53.8K 0.06% 121
2013
Q3 		$254K Sell
6,075
-2,295
-27% -$101K 0.08% 93
2013
Q2 		$471K Buy
+8,370
New +$461K 0.17% 48

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

Halbert Hargrove Global Advisors's ISRG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its Intuitive Surgical (ISRG) stake by 1.2% in Q2 2026, selling an estimated $23.6K and leaving 4,296 shares worth $1.71M. The position accounts for 0.07% of the portfolio, ranked #39.

Halbert Hargrove Global Advisors first reported a position in ISRG in Q2 2013 and has held it in 25 quarters since. The position peaked at $2.53M in Q4 2024. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Halbert Hargrove Global Advisors held 4,296 shares of Intuitive Surgical worth $1.71M as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 54 Intuitive Surgical shares in Q2 2026, an estimated $23.6K.
  • Intuitive Surgical made up 0.07% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #39 holding.
  • Halbert Hargrove Global Advisors first reported a position in Intuitive Surgical in Q2 2013 and has held it in 25 quarters since.
  • Halbert Hargrove Global Advisors's Intuitive Surgical position peaked at $2.53M in Q4 2024.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.