Laurie J. Hall Trustee’s Intuitive Surgical ISRG Stock Holding History

Laurie J. Hall Trustee’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	$368K	Hold	925	–	–	0.11%	83
2026 Q1	$426K	Hold	925	–	–	0.15%	79
2025 Q4	$524K	Hold	925	–	–	0.17%	76
2025 Q3	$414K	Hold	925	–	–	0.14%	84
2025 Q2	$503K	Hold	925	–	–	0.17%	81
2025 Q1	$458K	Sell	925 -100	-10%	-$55.3K	0.16%	83
2024 Q4	$535K	Hold	1,025	–	–	0.18%	80
2024 Q3	$504K	Hold	1,025	–	–	0.16%	84
2024 Q2	$456K	Sell	1,025 -100	-9%	-$39.8K	0.16%	79
2024 Q1	$449K	Sell	1,125 -50	-4%	-$18.9K	0.16%	79
2023 Q4	$396K	Hold	1,175	–	–	0.15%	81
2023 Q3	$343K	Hold	1,175	–	–	0.15%	80
2023 Q2	$402K	Hold	1,175	–	–	0.16%	79
2023 Q1	$300K	Sell	1,175 -75	-6%	-$18.5K	0.13%	87
2022 Q4	$332K	Hold	1,250	–	–	0.15%	83
2022 Q3	$234K	Hold	1,250	–	–	0.12%	90
2022 Q2	$251K	Hold	1,250	–	–	0.12%	91
2022 Q1	$377K	Hold	1,250	–	–	0.14%	83
2021 Q4	$449K	Sell	1,250 -25	-2%	-$8.6K	0.16%	82
2021 Q3	$423K	Sell	1,275 -75	-6%	-$25.2K	0.16%	80
2021 Q2	$414K	Hold	1,350	–	–	0.16%	81
2021 Q1	$333K	Sell	1,350 -75	-5%	-$18.9K	0.13%	89
2020 Q4	$389K	Sell	1,425 -225	-14%	-$55.9K	0.16%	85
2020 Q3	$390K	Buy	+1,650	New	+$370K	0.17%	81
2019 Q4	$443K	Hold	2,250	–	–	0.2%	77
2019 Q3	$405K	Hold	2,250	–	–	0.21%	77
2019 Q2	$393K	Sell	2,250 -1,125	-33%	-$193K	0.2%	78
2019 Q1	$642K	Hold	3,375	–	–	0.34%	59
2018 Q4	$607K	Hold	3,375	–	–	0.33%	62
2018 Q3	$646K	Hold	3,375	–	–	0.34%	59
2018 Q2	$538K	Buy	+3,375	New	+$515K	0.31%	63

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Laurie J. Hall Trustee's ISRG Position: Q2 2026 in Review

Laurie J. Hall Trustee held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 925 shares worth $368K. The position accounts for 0.11% of the portfolio, ranked #83.

Laurie J. Hall Trustee first reported a position in ISRG in Q2 2018 and has held it in 31 quarters since. The position peaked at $646K in Q3 2018. 331 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Laurie J. Hall Trustee held 925 shares of Intuitive Surgical worth $368K as of Q2 2026.
Laurie J. Hall Trustee left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.11% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #83 holding.
Laurie J. Hall Trustee first reported a position in Intuitive Surgical in Q2 2018 and has held it in 31 quarters since.
Laurie J. Hall Trustee's Intuitive Surgical position peaked at $646K in Q3 2018.
331 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.