Intuitive Surgical, Inc.
US ˙ NasdaqGS ˙ US46120E6023

SecurityISRG / Intuitive Surgical, Inc.
InstitutionWealth Alliance
Latest Disclosed Ownership2,961 shares
Latest Disclosed Value $ 1,365,059
Wealth Alliance reports 5.94% increase in ownership of ISRG / Intuitive Surgical, Inc.

On May 14, 2026 - Wealth Alliance filed a 13F-HR form disclosing ownership of 2,961 shares of Intuitive Surgical, Inc. (US:ISRG) valued at $1,364,991 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,795 shares of Intuitive Surgical, Inc.. This represents a change in shares of 5.94% during the quarter. The current value of the position is $1,205,986 USD.

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)
2026-05-14 2026-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 2,961 166 5.94 1,365 -13.77 0.1348
2026-02-13 2025-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 2,795 461 19.75 1,583 51.63 0.1550
2025-11-07 2025-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 2,334 -198 -7.82 1,044 -24.07 0.1074
2025-08-08 2025-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 2,532 209 9.00 1,376 19.57 0.1536
2025-05-05 2025-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 2,323 -191 -7.60 1,150 -12.35 0.1392
2025-02-03 2024-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 2,514 -343 -12.01 1,312 -6.49 0.1569
2024-11-04 2024-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 2,857 61 2.18 1,404 12.87 0.1676
2024-08-09 2024-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 2,796 74 2.72 1,244 14.46 0.1606
2024-05-10 2024-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 2,722 94 3.58 1,086 22.57 0.1425
2024-01-30 2023-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 2,628 -315 -10.70 887 3.02 0.1243
2023-11-09 2023-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 2,943 -492 -14.32 860 -26.75 0.1356
2023-08-02 2023-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 3,435 177 5.43 1,175 41.11 0.1756
2023-05-11 2023-03-31 13F INTUITIVE SURGICAL COM 46120E602 3,258 -41 -1.24 832 -4.91 0.1348
2023-02-13 2022-12-31 13F INTUITIVE SURGICAL Stock 46120E602 3,299 1,397 73.45 875 145.10 0.1554
2022-11-14 2022-09-30 13F INTUITIVE SURGICAL Stock 46120E602 1,902 -682 -26.39 357 -31.21 0.0705
2022-10-11 2022-06-30 13F/A-1 INTUITIVE SURGICAL Stock 46120E602 2,584 -108 -4.01 519 -36.08 0.0996
2022-08-15 2022-06-30 13F INTUITIVE SURGICAL Stock 46120E602 2,584 -108 519 0.0631
2022-05-10 2022-03-31 13F INTUITIVE SURGICAL Stock 46120E602 2,692 350 14.94 812 -3.56 0.1158
2022-02-14 2021-12-31 13F INTUITIVE SURGICAL Stock 46120E602 2,342 1,857 382.89 842 74.69 0.1693
2021-11-12 2021-09-30 13F INTUITIVE SURGICAL Stock 46120E602 485 -3 -0.61 482 7.35 0.1082
2021-08-16 2021-06-30 13F INTUITIVE SURGICAL Stock 46120E602 488 -6 -1.21 449 23.01 0.1057
2021-05-18 2021-03-31 13F INTUITIVE SURGICAL Stock 46120E602 494 -7 -1.40 365 -10.98 0.1022
2021-02-11 2020-12-31 13F INTUITIVE SURGICAL INC COM Stock 46120E602 501 40 8.68 410 25.38 0.1208
2020-12-01 2020-09-30 13F/A-1 INTUITIVE SURGICAL INC COM Stock 46120E602 461 461 327 0.1175
2020-11-13 2020-09-30 13F INTUITIVE SURGICAL INC COM Stock 46120E602 461 461 327 0.1175
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.