ISRG INTUITIVE SURGICAL INC

Ownership history in HALL LAURIE J TRUSTEE  ·  30 quarters on record

AI Ownership Summary

HALL LAURIE J TRUSTEE reported INTUITIVE SURGICAL INC (ISRG) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.18% in 2024 Q4. The latest visible filing shows ISRG at 0.15% 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 HALL LAURIE J TRUSTEE's position in INTUITIVE SURGICAL INC, 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 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2024 Q4

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.

How HALL LAURIE J TRUSTEE held ISRG — position size vs. price
% of Fund (quarterly)    ISRG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 925 0% 0.15% $426K 2026-04-06 $452.58
2025 Q4 UNCHANGED 925 0% 0.17% $524K 2026-01-20 $527.44
2025 Q3 UNCHANGED 925 0% 0.14% $414K 2025-10-14 $436.39
2025 Q2 UNCHANGED 925 0% 0.17% $503K 2025-07-15 $512.23
2025 Q1 REDUCED 925 -100 -9.8% 0.16% $458K 2025-05-15 $560.28
2024 Q4 UNCHANGED 1,025 0% 0.18% $535 2025-01-16 $584.08
2024 Q3 UNCHANGED 1,025 0% 0.16% $504 2024-10-08 $480.79
2024 Q2 REDUCED 1,025 -100 -8.9% 0.16% $456 2024-07-22 $461.12
2024 Q1 REDUCED 1,125 -50 -4.3% 0.16% $449 2024-04-23 $377.08
2023 Q4 UNCHANGED 1,175 0% 0.15% $396 2024-01-11 $362.31
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HALL LAURIE J TRUSTEE and ISRG

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

How long has HALL LAURIE J TRUSTEE reported owning ISRG?

HALL LAURIE J TRUSTEE reported ISRG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ISRG position in HALL LAURIE J TRUSTEE's portfolio?

The largest reported portfolio weight for ISRG was 0.18% in 2024 Q4.

What is the latest reported ISRG position on this page?

The most recent filing on this page is 2026 Q1, when HALL LAURIE J TRUSTEE reported 925 shares, equal to 0.15% of portfolio, with an estimated market value of $426K.

What does the chart on this ISRG ownership page compare?

The chart compares HALL LAURIE J TRUSTEE'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.

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