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Lugano Financial Advisors SA (LFA)’s Intuitive Surgical ISRG Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$43.7K Hold
110
– – 0.03% 169
2026
Q1 		$50.7K Hold
110
– – 0.03% 147
2025
Q4 		$62.3K Hold
110
– – 0.03% 139
2025
Q3 		$49.2K Sell
110
-4
-4% -$1.92K 0.03% 145
2025
Q2 		$61.9K Buy
114
+54
+90% +$28.2K 0.04% 131
2025
Q1 		$29.7K Buy
+60
New +$33.2K 0.02% 150

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

Lugano Financial Advisors SA (LFA)'s ISRG Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 110 shares worth $43.7K. The position accounts for 0.03% of the portfolio, ranked #169.

Lugano Financial Advisors SA (LFA) first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $62.3K in Q4 2025. 2,234 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 110 shares of Intuitive Surgical worth $43.7K as of Q2 2026.
  • Lugano Financial Advisors SA (LFA) left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.03% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #169 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
  • Lugano Financial Advisors SA (LFA)'s Intuitive Surgical position peaked at $62.3K in Q4 2025.
  • 2,234 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.