Hall Capital Management’s Intuitive Surgical ISRG Stock Holding History

Hall Capital 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 Q1	$1.69M	Buy	3,690 +85	+2%	+$43K	0.6%	45
2025 Q4	$2.04M	Sell	3,605 -101	-3%	-$53.8K	0.79%	38
2025 Q3	$1.66M	Sell	3,706 -82	-2%	-$39.4K	0.65%	45
2025 Q2	$2.06M	Buy	3,788 +58	+2%	+$30.3K	0.87%	40
2025 Q1	$1.85M	Buy	3,730 +3,270	+711%	+$1.81M	0.86%	41
2024 Q4	$240K	Buy	+460	New	+$240K	0.11%	93
2022 Q2	–	Sell	-948	Closed	-$286K	–	95
2022 Q1	$286K	Buy	948 +11	+1%	+$3.21K	0.17%	87
2021 Q4	$337K	Sell	937 -74	-7%	-$25.5K	0.19%	82
2021 Q3	$335K	Hold	1,011	–	–	0.21%	82
2021 Q2	$310K	Buy	+1,011	New	+$284K	0.2%	84
2020 Q4	$256K	Buy	+939	New	+$233K	0.19%	80

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hall Capital Management's ISRG Position: Q1 2026 in Review

Hall Capital Management increased its Intuitive Surgical (ISRG) stake by 2.4% in Q1 2026, buying an estimated $43K and bringing the position to 3,690 shares worth $1.69M. The position accounts for 0.6% of the portfolio, ranked #45.

Hall Capital Management first reported a position in ISRG in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.06M in Q2 2025. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Hall Capital Management held 3,690 shares of Intuitive Surgical worth $1.69M as of Q1 2026.
Hall Capital Management bought 85 Intuitive Surgical shares in Q1 2026, an estimated $43K.
Intuitive Surgical made up 0.6% of Hall Capital Management's portfolio in Q1 2026, its #45 holding.
Hall Capital Management first reported a position in Intuitive Surgical in Q4 2020 and has held it in 11 quarters since.
Hall Capital Management's Intuitive Surgical position peaked at $2.06M in Q2 2025.
2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Hall Capital Management's 13F filing for Q1 2026, filed 11 May 2026.