HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in ISRG — Intuitive Surgical Inc
CIK 1484205
LONG BEACH, CA
Position in ISRG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,708,433
-$296,873 QoQ
Shares Held
4,296
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.29%
of 13F equity value
Holder Rank
#964
of 2,223 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Derivatives in ISRG
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,113,504
PutShares
2,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $1,708,792 across 2 Medical Instruments & Supplies names. ISRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
4,296 | $1,708,433 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
1 | $359 |
All Filings in ISRG
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,708,433 | 4,296 | Shares | Sole | 2026-07-21 | |
| 2026-06-30 | $1,113,504 | 2,800 | Put | Sole | 2026-07-21 | |
| 2026-03-31 | $2,005,306 | 4,350 | Shares | Sole | 2026-04-17 | |
| 2026-03-31 | $2,166,653 | 4,700 | Put | Sole | 2026-04-17 | |
| 2025-12-31 | $2,512,372 | 4,436 | Shares | Sole | 2026-01-23 | |
| 2025-12-31 | $1,868,988 | 3,300 | Put | Sole | 2026-01-23 | |
| 2025-09-30 | $1,475,859 | 3,300 | Put | Sole | 2025-10-16 | |
| 2025-09-30 | $2,016,560 | 4,509 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,469,798 | 4,545 | Shares | Sole | 2025-07-17 | |
| 2025-06-30 | $1,793,253 | 3,300 | Put | Sole | 2025-07-17 | |
| 2025-03-31 | $1,634,391 | 3,300 | Put | Sole | 2025-04-18 | |
| 2025-03-31 | $2,407,507 | 4,861 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,722,468 | 3,300 | Put | Sole | 2025-07-17 | |
| 2024-12-31 | $2,533,593 | 4,854 | Shares | Sole | 2025-07-17 | |
| 2024-09-30 | $1,621,191 | 3,300 | Put | Other | 2024-10-16 | |
| 2024-09-30 | $2,235,769 | 4,551 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,556,975 | 3,500 | Put | Other | 2024-07-26 | |
| 2024-06-30 | $2,424,877 | 5,451 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,335,075 | 5,851 | Shares | Other | 2024-04-18 | |
| 2024-03-31 | $1,596,360 | 4,000 | Put | Other | 2024-04-18 | |
| 2023-12-31 | $1,378,452 | 4,086 | Shares | Sole | 2024-01-24 | |
| 2023-12-31 | $1,349,440 | 4,000 | Put | Other | 2024-01-24 | |
| 2023-09-30 | $1,176,467 | 4,025 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $250,870 | 982 | Shares | Other | 2023-04-25 | |
| 2022-12-31 | $251,816 | 949 | Shares | Other | 2023-01-25 | |
| 2022-06-30 | $213,756 | 1,065 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $293,836 | 974 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $352,473 | 981 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $322,104 | 324 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $266,695 | 290 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $212,075 | 287 | Shares | Other | 2021-05-06 | |
| 2020-12-31 | $229,068 | 280 | Shares | Other | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||