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Lattice Capital Management’s Intuitive Surgical ISRG Stock Holding History

Lattice 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
Q2 		$2.23M Hold
5,600
– – 4.5% 8
2026
Q1 		$2.6M Hold
5,600
– – 4.57% 8
2025
Q4 		$3.17M Sell
5,600
-4,400
-44% -$2.34M 4.45% 8
2025
Q3 		$4.47M Hold
10,000
– – 4.29% 6
2025
Q2 		$5.43M Sell
10,000
-9,600
-49% -$5.02M 5.98% 4
2025
Q1 		$9.71M Hold
19,600
– – 9.98% 4
2024
Q4 		$10.2M Hold
19,600
– – 8.43% 4
2024
Q3 		$9.63M Hold
19,600
– – 8.64% 4
2024
Q2 		$8.72M Hold
19,600
– – 0.36% 6
2024
Q1 		$7.82M Hold
19,600
– – 0.57% 6
2023
Q4 		$6.61M Hold
19,600
– – 0.48% 7
2023
Q3 		$5.73M Buy
+19,600
New +$6.12M 0.71% 7

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lattice Capital Management's ISRG Position: Q2 2026 in Review

Lattice Capital Management held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 5,600 shares worth $2.23M. The position accounts for 4.5% of the portfolio, ranked #8.

Lattice Capital Management first reported a position in ISRG in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.2M in Q4 2024. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Lattice Capital Management held 5,600 shares of Intuitive Surgical worth $2.23M as of Q2 2026.
  • Lattice Capital Management left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 4.5% of Lattice Capital Management's portfolio in Q2 2026, its #8 holding.
  • Lattice Capital Management first reported a position in Intuitive Surgical in Q3 2023 and has held it in 12 quarters since.
  • Lattice Capital Management's Intuitive Surgical position peaked at $10.2M in Q4 2024.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Lattice Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.