Intuitive Surgical, Inc.
MX ˙ BMV ˙ US46120E6023
SecurityMX:ISRG / Intuitive Surgical, Inc.
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership504 shares
Latest Disclosed Value $ 232,339
WealthPLAN Partners, LLC reports 16.13% increase in ownership of ISRG / Intuitive Surgical, Inc.

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 504 shares of Intuitive Surgical, Inc. (MX:ISRG) valued at $232,339 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 434 shares of Intuitive Surgical, Inc.. This represents a change in shares of 16.13% 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)
2026-04-29 2026-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 504 70 16.13 232 -5.31 0.0379
2026-02-12 2025-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 434 434 246 0.0367
2024-11-05 2024-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 0 -603 -100.00 0 -100.00
2024-08-09 2024-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 603 -180 -22.99 268 -14.10 0.0288
2024-05-07 2024-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 783 0 0.00 312 18.18 0.0324
2024-01-05 2023-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 783 0 0.00 264 15.79 0.0272
2023-11-02 2023-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 783 52 7.11 229 -8.43 0.0266
2023-07-31 2023-06-30 13F Intuitive Surgical Stock/ETF 46120E602 731 -189 -20.54 250 5.96 0.0354
2023-05-10 2023-03-31 13F Intuitive Surgical Stock/ETF 46120E602 920 -1,253 -57.66 235 -55.07 0.0267
2023-02-16 2022-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 2,173 -7,697 -77.98 524 -77.86 0.0366
2022-05-03 2022-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 9,870 816 9.01 2,362 -8.20 0.1639
2022-02-01 2021-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 9,054 645 7.67 2,573 -10.13 0.1695
2021-12-09 2021-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 8,409 5,693 209.61 2,863 5.88 0.1904
2021-08-19 2021-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 2,716 359 15.23 2,704 35.13 0.1903
2021-05-11 2021-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 2,357 385 19.52 2,001 34.03 0.1553
2021-02-09 2020-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 1,972 1,138 136.45 1,493 141.59 0.1269
2020-12-18 2020-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 834 834 618 0.0602
2019-05-16 2019-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 0 -442 -100.00 0 -100.00
2019-02-20 2018-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 442 -1 -0.23 242 12.56 0.0389
2018-11-21 2018-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 443 -59 -11.75 215 -10.42 0.0392
2018-08-16 2018-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 502 -312 -38.33 240 -28.57 0.0492
2018-05-15 2018-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 814 814 336 0.0737
2017-04-19 2017-03-31 13F INTUITIVE SURGICAL Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 46120E602 0 -47 -100.00 0 -100.00
2016-12-09 2016-09-30 13F INTUITIVE SURGICAL Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 46120E602 47 -47 -50.00 34 6.45 0.0110
2016-08-08 2016-06-30 13F Intuitive Surgical Common Stock 46120E602 94 -41 -30.37 31 29.17 0.0040
2016-03-24 2015-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 135 96 246.15 25 26.32 0.0040
2015-08-10 2015-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 39 -16 -29.09 19 -34.48 0.0083
2015-05-04 2015-03-31 13F Intuitive Surgical Common Stock 46120E602 55 55 29 0.0135
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.