Intuitive Surgical, Inc.
MX ˙ BMV ˙ US46120E6023
SecurityMX:ISRG / Intuitive Surgical, Inc.
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
CWM Advisors, LLC closes position in ISRG / Intuitive Surgical, Inc.

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 0 shares of Intuitive Surgical, Inc. (MX:ISRG) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 7 shares of Intuitive Surgical, Inc..

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)
2026-05-13 2026-03-31 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 0 -100.00 0
2026-04-23 2026-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 7 0 0.00 3 0.00 0.0003
2026-02-17 2025-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 7 7 4 0.0004
2025-06-03 2025-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 0 -100.00 0
2025-01-17 2024-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 32,491 -227 -0.69 16,959 5.51 1.8979
2024-10-10 2024-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 32,718 667 2.08 16,073 12.74 1.6443
2024-08-12 2024-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 32,051 -6,219 -16.25 14,258 -6.65 1.6433
2024-05-07 2024-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 38,270 4,174 12.24 15,273 32.79 1.5627
2024-02-12 2023-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 34,096 580 1.73 11,503 17.42 1.2650
2023-10-26 2023-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 33,516 -4,606 -12.08 9,796 -24.85 1.2508
2023-07-31 2023-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 38,122 -5,066 -11.73 13,035 18.15 1.5769
2023-04-24 2023-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 43,188 -888 -2.01 11,033 -5.66 1.4041
2023-01-26 2022-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 44,076 2,070 4.93 11,696 48.53 1.5051
2022-11-07 2022-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 42,006 -901 -2.10 7,874 -8.57 1.1125
2022-08-10 2022-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 42,907 311 0.73 8,612 -32.98 1.1427
2022-04-21 2022-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 42,596 -3,277 -7.14 12,850 -22.04 1.4871
2022-02-14 2021-12-31 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 45,873 31,548 220.23 16,482 15.74 1.8898
2021-11-09 2021-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 14,325 12,916 916.68 14,241 998.84 1.8001
2021-08-10 2021-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 1,409 259 22.52 1,296 52.47 0.1705
2021-04-30 2021-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 1,150 411 55.62 850 40.50 0.1303
2021-02-12 2020-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 739 -892 -54.69 605 -47.71 0.1338
2020-11-16 2020-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 1,631 892 120.70 1,157 174.82 0.3184
2020-08-12 2020-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 739 -85 -10.32 421 3.19 0.1454
2020-05-08 2020-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 824 -257 -23.77 408 -36.15 0.1630
2020-01-24 2019-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 1,081 -115 -9.62 639 -1.08 0.2291
2019-11-13 2019-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 1,196 50 4.36 646 7.49 0.2463
2019-07-16 2019-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 1,146 194 20.38 601 10.68 0.2528
2019-05-16 2019-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 952 258 37.18 543 63.55 0.2521
2019-02-21 2018-12-31 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 694 33 4.99 332 -12.40 0.2232
2019-02-21 2018-09-30 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 661 -79 -10.68 379 7.06 0.2336
2018-11-07 2018-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 535 535 307
2019-02-21 2018-06-30 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 740 -28 -3.65 354 11.67 0.2516
2019-02-22 2018-03-31 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 768 81 11.79 317 26.29 0.3230
2019-02-21 2017-12-31 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 687 687 251 0.2134
2018-02-15 2017-12-31 13F Intuitive Surgical COM NEW 46120E602 219 80 0.0637
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.