Intuitive Surgical, Inc.
MX ˙ BMV ˙ US46120E6023
SecurityMX:ISRG / Intuitive Surgical, Inc.
InstitutionValicenti Advisory Services Inc
Latest Disclosed Ownership29,728 shares
Latest Disclosed Value $ 13,704
Valicenti Advisory Services Inc reports 0.33% decrease in ownership of ISRG / Intuitive Surgical, Inc.

On April 14, 2026 - Valicenti Advisory Services Inc filed a 13F-HR form disclosing ownership of 29,728 shares of Intuitive Surgical, Inc. (MX:ISRG) valued at $13,704 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 29,826 shares of Intuitive Surgical, Inc.. This represents a change in shares of -0.33% 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)
2026-04-14 2026-03-31 13F INTUITIVE SURGICAL COM 46120E602 29,728 -98 -0.33 14 -18.75 2.9862
2026-01-16 2025-12-31 13F INTUITIVE SURGICAL COM 46120E602 29,826 -136 -0.45 17 23.08 3.5346
2025-10-17 2025-09-30 13F INTUITIVE SURGICAL COM 46120E602 29,962 2,335 8.45 13 -13.33 2.8742
2025-07-16 2025-06-30 13F INTUITIVE SURGICAL COM 46120E602 27,627 -217 -0.78 15 15.38 3.5072
2025-04-23 2025-03-31 13F INTUITIVE SURGICAL COM 46120E602 27,844 -2,435 -8.04 14 -13.33 3.5461
2025-01-23 2024-12-31 13F INTUITIVE SURGICAL COM 46120E602 30,279 -1,000 -3.20 16 0.00 3.9352
2024-10-23 2024-09-30 13F INTUITIVE SURGICAL COM 46120E602 31,279 -1,176 -3.62 15 7.14 3.9466
2024-07-23 2024-06-30 13F INTUITIVE SURGICAL COM 46120E602 32,455 -503 -1.53 14 7.69 3.8761
2024-04-23 2024-03-31 13F INTUITIVE SURGICAL COM 46120E602 32,958 -454 -1.36 13 18.18 3.6636
2024-01-16 2023-12-31 13F INTUITIVE SURGICAL COM 46120E602 33,412 -77 -0.23 11 22.22 3.4257
2023-10-18 2023-09-30 13F INTUITIVE SURGICAL COM 46120E602 33,489 -247 -0.73 10 -18.18 3.3414
2023-07-12 2023-06-30 13F INTUITIVE SURGICAL COM 46120E602 33,736 -375 -1.10 12 37.50 3.6571
2023-04-20 2023-03-31 13F INTUITIVE SURGICAL COM 46120E602 34,111 698 2.09 9 0.00 2.9022
2023-01-17 2022-12-31 13F INTUITIVE SURGICAL COM 46120E602 33,413 -1,677 -4.78 9 -99.88 3.2294
2022-10-18 2022-09-30 13F INTUITIVE SURGICAL COM 46120E602 35,090 -3 -0.01 6,577 -6.63 2.4039
2022-07-19 2022-06-30 13F INTUITIVE SURGICAL COM 46120E602 35,093 1,252 3.70 7,044 -31.00 2.2986
2022-04-20 2022-03-31 13F INTUITIVE SURGICAL COM 46120E602 33,841 726 2.19 10,209 -14.20 2.6835
2022-01-21 2021-12-31 13F INTUITIVE SURGICAL COM 46120E602 33,115 22,091 200.39 11,898 8.56 2.9583
2021-10-21 2021-09-30 13F INTUITIVE SURGICAL COM 46120E602 11,024 -1,130 -9.30 10,960 -1.94 2.9708
2021-07-21 2021-06-30 13F INTUITIVE SURGICAL COM 46120E602 12,154 -389 -3.10 11,177 20.58 3.0906
2021-04-15 2021-03-31 13F INTUITIVE SURGICAL COM 46120E602 12,543 229 1.86 9,269 -7.99 2.7491
2021-01-19 2020-12-31 13F INTUITIVE SURGICAL COM 46120E602 12,314 -128 -1.03 10,074 14.11 3.2638
2020-10-16 2020-09-30 13F INTUITIVE SURGICAL COM 46120E602 12,442 30 0.24 8,828 24.81 3.2875
2020-07-16 2020-06-30 13F INTUITIVE SURGICAL COM 46120E602 12,412 145 1.18 7,073 16.43 2.8809
2020-04-21 2020-03-31 13F INTUITIVE SURGICAL COM 46120E602 12,267 482 4.09 6,075 -12.80 3.0384
2020-01-21 2019-12-31 13F INTUITIVE SURGICAL COM 46120E602 11,785 -510 -4.15 6,967 4.96 2.9186
2019-10-21 2019-09-30 13F INTUITIVE SURGICAL COM 46120E602 12,295 -75 -0.61 6,638 2.30 3.1543
2019-07-17 2019-06-30 13F INTUITIVE SURGICAL COM 46120E602 12,370 105 0.86 6,489 -7.27 3.1644
2019-04-18 2019-03-31 13F INTUITIVE SURGICAL COM 46120E602 12,265 -386 -3.05 6,998 15.50 3.3427
2019-01-22 2018-12-31 13F INTUITIVE SURGICAL COM 46120E602 12,651 556 4.60 6,059 -12.73 3.0252
2018-10-17 2018-09-30 13F INTUITIVE SURGICAL COM 46120E602 12,095 -3,334 -21.61 6,943 -5.95 3.0114
2018-07-24 2018-06-30 13F INTUITIVE SURGICAL COM 46120E602 15,429 -725 -4.49 7,382 10.69 3.3963
2018-04-25 2018-03-31 13F INTUITIVE SURGICAL COM 46120E602 16,154 -625 -3.72 6,669 8.92 3.1511
2018-01-18 2017-12-31 13F INTUITIVE SURGICAL COM 46120E602 16,779 10,926 186.67 6,123 0.02 3.0453
2017-10-23 2017-09-30 13F INTUITIVE SURGICAL COM 46120E602 5,853 -280 -4.57 6,122 6.71 3.0801
2017-07-26 2017-06-30 13F INTUITIVE SURGICAL COM 46120E602 6,133 -342 -5.28 5,737 15.60 3.0668
2017-04-26 2017-03-31 13F INTUITIVE SURGICAL COM 46120E602 6,475 -120 -1.82 4,963 18.68 2.7549
2017-01-24 2016-12-31 13F INTUITIVE SURGICAL COM 46120E602 6,595 10 0.15 4,182 -12.38 2.6080
2016-10-26 2016-09-30 13F INTUITIVE SURGICAL COM 46120E602 6,585 -70 -1.05 4,773 8.43 3.1245
2016-07-26 2016-06-30 13F INTUITIVE SURGICAL COM 46120E602 6,655 -50 -0.75 4,402 9.23 2.7922
2016-04-26 2016-03-31 13F INTUITIVE SURGICAL COM 46120E602 6,705 -454 -6.34 4,030 3.07 2.6504
2016-01-22 2015-12-31 13F INTUITIVE SURGICAL COM 46120E602 7,159 -10 -0.14 3,910 18.66 2.6413
2015-10-28 2015-09-30 13F INTUITIVE SURGICAL COM 46120E602 7,169 -3 -0.04 3,295 -5.18 2.1746
2015-07-22 2015-06-30 13F INTUITIVE SURGICAL COM 46120E602 7,172 40 0.56 3,475 -3.53 2.2224
2015-04-24 2015-03-31 13F INTUITIVE SURGICAL COM 46120E602 7,132 -43 -0.60 3,602 -5.09 2.2505
2015-01-15 2014-12-31 13F INTUITIVE SURGICAL COM 46120E602 7,175 -80 -1.10 3,795 13.25 2.2703
2014-10-27 2014-09-30 13F INTUITIVE SURGICAL COM 46120E602 7,255 -25 -0.34 3,351 11.77 2.0501
2014-07-28 2014-06-30 13F INTUITIVE SURGICAL COM 46120E602 7,280 -550 -7.02 2,998 -12.57 1.9472
2014-04-25 2014-03-31 13F INTUITIVE SURGICAL COM 46120E602 7,830 -205 -2.55 3,429 11.11 2.1685
2014-01-23 2013-12-31 13F INTUITIVE SURGICAL COM 46120E602 8,035 2,485 44.77 3,086 47.80 1.9299
2013-10-25 2013-09-30 13F INTUITIVE SURGICAL COM 46120E602 5,550 -85 -1.51 2,088 -26.79 1.4296
2013-07-18 2013-06-30 13F INTUITIVE SURGICAL COM 46120E602 5,635 5,635 2,852 2.0455
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.