Everence Capital Management Inc reports 8.71% increase in ownership of ISRG / Intuitive Surgical, Inc.

Intuitive Surgical, Inc.

MX ˙ BMV ˙ US46120E6023

Security	MX:ISRG / Intuitive Surgical, Inc.
Institution	Everence Capital Management Inc
Latest Disclosed Ownership	8,958 shares
Latest Disclosed Value	$ 4,130

On April 28, 2026 - Everence Capital Management Inc filed a 13F-HR form disclosing ownership of 8,958 shares of Intuitive Surgical, Inc. (MX:ISRG) valued at $4,130 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 8,240 shares of Intuitive Surgical, Inc.. This represents a change in shares of 8.71% 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-28	2026-03-31	13F	INTUITIVE SURGIC	EQTY	46120E602	8,958	718	8.71	4	0.00	0.2518
2026-02-03	2025-12-31	13F	INTUITIVE SURGIC	EQTY	46120E602	8,240	0	0.00	5	33.33	0.2763
2025-10-01	2025-09-30	13F	INTUITIVE SURGICAL	EQTY	46120E602	8,240	0	0.00	4	-25.00	0.2209
2025-07-29	2025-06-30	13F	INTUITIVE SURGICAL	EQTY	46120E602	8,240	-930	-10.14	4	0.00	0.2882
2025-04-22	2025-03-31	13F	INTUITIVE SURGICAL	EQTY	46120E602	9,170	-570	-5.85	5	-20.00	0.3089
2025-01-03	2024-12-31	13F	INTUITIVE SURGICAL	EQTY	46120E602	9,740	-190	-1.91	5	25.00	0.3303
2024-10-21	2024-09-30	13F	INTUITIVE SURGICAL	EQTY	46120E602	9,930	0	0.00	5	33.33	0.3077
2024-07-03	2024-06-30	13F	INTUITIVE SURGICAL	EQTY	46120E602	9,930	0	0.00	4	0.00	0.2550
2024-05-08	2024-03-31	13F	INTUITIVE SURGICAL	EQTY	46120E602	9,930	0	0.00	4	0.00	0.2618
2024-01-30	2023-12-31	13F	INTUITIVE SURGICAL	EQTY	46120E602	9,930	220	2.27	3	50.00	0.2390
2023-10-16	2023-09-30	13F	INTUITIVE SURGICAL	EQTY	46120E602	9,710	3,410	54.13	3	100.00	0.2205
2023-07-14	2023-06-30	13F	INTUITIVE SURGICAL	EQTY	46120E602	6,300	0	0.00	2	0.00	0.1576
2023-04-04	2023-03-31	13F	INTUITIVE SURGICAL	EQTY	46120E602	6,300	0	0.00	2	0.00	0.1316
2023-01-31	2022-12-31	13F	INTUITIVE SURGICAL	EQTY	46120E602	6,300	-1,470	-18.92	2	-99.93	0.1441
2022-10-07	2022-09-30	13F	INTUITIVE SURGICAL	EQTY	46120E602	7,770	0	0.00	1,456	-6.67	0.1345
2022-07-26	2022-06-30	13F	INTUITIVE SURGICAL	EQTY	46120E602	7,770	2,880	58.90	1,560	5.76	0.1391
2022-04-11	2022-03-31	13F	INTUITIVE SURGICAL	EQTY	46120E602	4,890	170	3.60	1,475	-13.03	0.1129
2022-01-28	2021-12-31	13F	INTUITIVE SURGICAL	EQTY	46120E602	4,720	3,950	512.99	1,696	121.70	0.1260
2021-10-21	2021-09-30	13F	INTUITIVE SURGICAL	EQTY	46120E602	770	770		765		0.0628
2020-01-28	2019-12-31	13F	INTUITIVE SURGICAL ORD	EQTY	46120E602	0	-2,661	-100.00	0	-100.00
2019-10-09	2019-09-30	13F	INTUITIVE SURGICAL ORD	EQTY	46120E602	2,661	0	0.00	1,437	2.94	0.2328
2019-08-02	2019-06-30	13F	INTUITIVE SURGICAL ORD	EQTY	46120E602	2,661	0	0.00	1,396	-8.04	0.2308
2019-05-06	2019-03-31	13F	INTUITIVE SURGICAL ORD	EQTY	46120E602	2,661	0	0.00	1,518	19.15	0.2652
2019-02-05	2018-12-31	13F	INTUITIVE SURGICAL ORD	EQTY	46120E602	2,661	0	0.00	1,274	-16.57	0.2954
2018-10-22	2018-09-30	13F	INTUITIVE SURGICAL ORD	EQTY	46120E602	2,661	0	0.00	1,527	19.95	0.3033
2018-07-26	2018-06-30	13F	INTUITIVE SURGICAL ORD	EQTY	46120E602	2,661	0	0.00	1,273	15.83	0.2691
2018-04-30	2018-03-31	13F	INTUITIVE SURGICAL ORD	EQTY	46120E602	2,661	0	0.00	1,099	13.18	0.2432
2018-02-02	2017-12-31	13F	INTUITIVE SURGICAL ORD	EQTY	46120E602	2,661	1,774	200.00	971	4.63	0.2129
2017-10-31	2017-09-30	13F	INTUITIVE SURGICAL ORD	EQTY	46120E602	887	0	0.00	928	11.81	0.2119
2017-08-04	2017-06-30	13F	INTUITIVE SURGICAL ORD	EQTY	46120E602	887	0	0.00	830	22.06	0.2037
2017-04-19	2017-03-31	13F	INTUITIVE SURGICAL ORD	EQTY	46120E602	887	0	0.00	680	20.78	0.1786
2017-02-07	2016-12-31	13F	INTUITIVE SURGICAL ORD	EQTY	46120E602	887	316	55.34	563	35.99	0.1618
2016-10-19	2016-09-30	13F	Intuitive Surgical	Common	46120E602	571	-290	-33.68	414	-27.24	0.1229
2016-08-01	2016-06-30	13F	Intuitive Surgical	Common	46120E602	861	0	0.00	569	9.85	0.1746
2016-04-21	2016-03-31	13F	Intuitive Surgical	Common	46120E602	861	0	0.00	518	10.21	0.1610
2016-02-02	2015-12-31	13F	Intuitive Surgical	Common	46120E602	861	0	0.00	470	18.69	0.1523
2015-11-03	2015-09-30	13F	Intuitive Surgical	Common	46120E602	861	0	0.00	396	-5.04	0.1366
2015-08-05	2015-06-30	13F	Intuitive Surgical	Common	46120E602	861	350	68.49	417	62.89	0.1349
2015-04-30	2015-03-31	13F	Intuitive Surgical	Common	46120E602	511	0	0.00	256	-5.19	0.0858
2015-02-05	2014-12-31	13F	Intuitive Surgical	Common	46120E602	511	0	0.00	270	12.50	0.0925
2014-10-16	2014-09-30	13F	Intuitive Surgical	Common	46120E602	511	0	0.00	240	14.29	0.0876
2014-08-04	2014-06-30	13F	Intuitive Surgical	Common	46120E602	511	0	0.00	210	-6.25	0.0779
2014-04-16	2014-03-31	13F	Intuitive Surgical	Common	46120E602	511	-380	-42.65	224	-33.13	0.0883
2013-10-16	2013-09-30	13F	Intuitive Surgical	Common	46120E602	891	0	0.00	335	-25.72	0.1436
2013-08-02	2013-06-30	13F	Intuitive Surgical	Common	46120E602	891	891		451		0.2041

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.