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 Q3	$490K	Sell	1,204 -2,410	-67%	-$920K	0.15%	70
2026 Q2	$1.44M	Sell	3,614 -76	-2%	-$33.2K	0.45%	52
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Hall Capital Management's ISRG Position: Q3 2026 in Review

Hall Capital Management reduced its Intuitive Surgical (ISRG) stake by 67% in Q3 2026, selling an estimated $920K and leaving 1,204 shares worth $490K. The position accounts for 0.15% of the portfolio, ranked #70.

Hall Capital Management first reported a position in ISRG in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.06M in Q2 2025. 1,452 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Hall Capital Management held 1,204 shares of Intuitive Surgical worth $490K as of Q3 2026.
Hall Capital Management sold 2,410 Intuitive Surgical shares in Q3 2026, an estimated $920K.
Intuitive Surgical made up 0.15% of Hall Capital Management's portfolio in Q3 2026, its #70 holding.
Hall Capital Management first reported a position in Intuitive Surgical in Q4 2020 and has held it in 13 quarters since.
Hall Capital Management's Intuitive Surgical position peaked at $2.06M in Q2 2025.
1,452 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Hall Capital Management's 13F filing for Q3 2026, filed 9 Nov 2026.