Intuitive Surgical, Inc.
MX ˙ BMV ˙ US46120E6023
SecurityMX:ISRG / Intuitive Surgical, Inc.
InstitutionActivest Wealth Management
Latest Disclosed Ownership201 shares
Latest Disclosed Value $ 92,747
Activest Wealth Management reports 60.80% increase in ownership of ISRG / Intuitive Surgical, Inc.

On April 15, 2026 - Activest Wealth Management filed a 13F-HR form disclosing ownership of 201 shares of Intuitive Surgical, Inc. (MX:ISRG) valued at $92,747 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 125 shares of Intuitive Surgical, Inc.. This represents a change in shares of 60.80% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-15 2026-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 201 76 60.80 93 31.43 0.0163
2026-01-30 2025-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 125 13 11.61 71 40.00 0.0132
2025-11-03 2025-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 112 20 21.74 50 0.00 0.0102
2025-07-29 2025-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 92 13 16.46 50 28.21 0.0121
2025-05-15 2025-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 79 -50 -38.76 39 -41.79 0.0105
2025-01-28 2024-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 129 -14 -9.79 67 -4.29 0.0188
2024-11-12 2024-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 143 92 180.39 70 218.18 0.0217
2024-07-30 2024-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 51 21 70.00 23 100.00 0.0075
2024-04-24 2024-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 30 30 12 0.0057
2022-01-13 2021-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 0 -6 -100.00 0 -100.00
2021-10-12 2021-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 6 6 6 0.0040
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.