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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
Q1 		– Hold
0
– – – 33
2025
Q4 		– Hold
0
– – – 35
2025
Q3 		– Hold
0
– – – 40
2025
Q2 		– Hold
0
– – – 34
2025
Q1 		– Hold
0
– – – 34
2024
Q4 		– Hold
0
– – – 33
2024
Q3 		– Hold
0
– – – 35
2024
Q2 		– Hold
0
– – – 34
2024
Q1 		– Hold
0
– – – 39
2023
Q4 		– Hold
0
– – – 39

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Halbert Hargrove Global Advisors's ISRG Position: Q1 2026 in Review

Halbert Hargrove Global Advisors reduced its Intuitive Surgical (ISRG) stake by 1.9% in Q1 2026, selling an estimated $43.5K and leaving 4,350 shares worth $2.01M. The position accounts for 0.1% of the portfolio, ranked #36.

Halbert Hargrove Global Advisors first reported a position in ISRG in Q2 2013 and has held it in 24 quarters since. The position peaked at $2.53M in Q4 2024. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Halbert Hargrove Global Advisors held 4,350 shares of Intuitive Surgical worth $2.01M as of Q1 2026.
  • Halbert Hargrove Global Advisors sold 86 Intuitive Surgical shares in Q1 2026, an estimated $43.5K.
  • Intuitive Surgical made up 0.1% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #36 holding.
  • Halbert Hargrove Global Advisors first reported a position in Intuitive Surgical in Q2 2013 and has held it in 24 quarters since.
  • Halbert Hargrove Global Advisors's Intuitive Surgical position peaked at $2.53M in Q4 2024.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.