HALBERT HARGROVE GLOBAL ADVISORS, LLC ISRG — INTUITIVE SURGICAL INC COM NEW

Ownership history in HALBERT HARGROVE GLOBAL ADVISORS, LLC  ·  37 quarters on record

AI Ownership Summary

HALBERT HARGROVE GLOBAL ADVISORS, LLC reported INTUITIVE SURGICAL INC COM NEW (ISRG) in 37 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.15% in 2024 Q1. The latest visible filing shows ISRG at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ISRG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HALBERT HARGROVE GLOBAL ADVISORS, LLC's position in INTUITIVE SURGICAL INC COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ISRG was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ISRG stock page HALBERT HARGROVE GLOBAL ADVISORS, LLC fund profile HALBERT HARGROVE GLOBAL ADVISORS, LLC full holdings
How HALBERT HARGROVE GLOBAL ADVISORS, LLC held ISRG — position size vs. price
% of Fund (quarterly)    ISRG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 20 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4,350 -350 -7.4% 0.10% $2.0M 2026-04-17 $469.21
2026 Q1 ADDED — — — 4,700 +1,400 +42.4% 0.10% $2.2M 2026-04-17 $469.21
2025 Q4 REDUCED 25.6% -18.6% ✅ 3,300 -1,136 -25.6% 0.09% $1.9M 2026-01-23 $523.99
2025 Q4 REDUCED — — — 4,436 -73 -1.6% 0.12% $2.5M 2026-01-23 $523.99
2025 Q3 ADDED — — — 4,509 +1,209 +36.6% 0.10% $2.0M 2025-10-16 $434.62
2025 Q3 UNCHANGED — — — 3,300 — 0% 0.07% $1.5M 2025-10-16 $434.62
2025 Q2 REDUCED 27.4% -19.2% ✅ 3,300 -1,245 -27.4% 0.09% $1.8M 2025-07-17 $516.16
2025 Q2 REDUCED 6.5% -19.2% ✅ 4,545 -316 -6.5% 0.13% $2.5M 2025-07-17 $516.16
2025 Q1 ADDED — — — 4,861 +1,561 +47.3% 0.14% $2.4M 2025-04-18 $482.74
2025 Q1 UNCHANGED — — — 3,300 — 0% 0.09% $1.6M 2025-04-18 $482.74
2024 Q4 REDUCED 32.0% -5.1% ✅ 3,300 -1,554 -32.0% 0.10% $1.7M 2025-02-05 $590.90
2024 Q4 ADDED — — — 4,854 +1,554 +47.1% 0.14% $2.5M 2025-02-05 $590.90
2024 Q3 REDUCED 27.5% +7.3% ❌ 3,300 -1,251 -27.5% 0.09% $1.6M 2024-10-16 $476.59
2024 Q3 REDUCED 16.5% +7.3% ❌ 4,551 -900 -16.5% 0.12% $2.2M 2024-10-16 $476.59
2024 Q2 ADDED — — — 5,451 +1,951 +55.7% 0.14% $2.4M 2024-07-26 $441.30
2024 Q2 REDUCED 12.5% +10.4% ❌ 3,500 -500 -12.5% 0.09% $1.6M 2024-07-26 $441.30
2024 Q1 REDUCED 31.6% +9.3% ❌ 4,000 -1,851 -31.6% 0.10% $1.6M 2024-04-18 $372.63
2024 Q1 ADDED — — — 5,851 +1,765 +43.2% 0.15% $2.3M 2024-04-18 $372.63
2023 Q4 ADDED — — — 4,086 +86 +2.1% 0.09% $1.4M 2024-01-24 $370.07
2023 Q4 REDUCED — — — 4,000 -25 -0.6% 0.09% $1.3M 2024-01-24 $370.07
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ISRG

As of 2026 Q1 — sorted by position size

Tri Locum Partners LP 3Y 9.91% OXFORD FINANCIAL GROUP, LTD. LLC 3Y 7Y 9.03% Connective Capital Management, LLC 3Y 7Y 8.9% Deuterium Capital Management, LLC 3Y 8.27% BENDER ROBERT & ASSOCIATES 3Y 7Y 7.59% Biondo Investment Advisors, LLC 3Y 7Y 6.99% UNIO CAPITAL LLC 3Y 7Y 6.55% Navera Investment Management Ltd. 3Y 6.4% Martin Capital Advisors, LLP 3Y 5.83% Westwind Capital 3Y 7Y 5.83%

FAQ About HALBERT HARGROVE GLOBAL ADVISORS, LLC and ISRG

These are the practical questions this page is built to answer before you even open the full history table.

How long has HALBERT HARGROVE GLOBAL ADVISORS, LLC reported owning ISRG?

HALBERT HARGROVE GLOBAL ADVISORS, LLC reported ISRG across 20 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ISRG position in HALBERT HARGROVE GLOBAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for ISRG was 0.15% in 2024 Q1.

What is the latest reported ISRG position on this page?

The most recent filing on this page is 2026 Q1, when HALBERT HARGROVE GLOBAL ADVISORS, LLC reported 4,350 shares, equal to 0.10% of portfolio, with an estimated market value of $2.0M.

What does the chart on this ISRG ownership page compare?

The chart compares HALBERT HARGROVE GLOBAL ADVISORS, LLC's quarterly ISRG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HALBERT HARGROVE GLOBAL ADVISORS, LLC time their ISRG position?

Based on 13F filing dates vs. subsequent ISRG price moves, HALBERT HARGROVE GLOBAL ADVISORS, LLC correctly timed 21 out of 34 reported position changes (62%). The annualised alpha on ISRG relative to SPY over the holding period was -5.2%.

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