Intuitive Surgical, Inc.
MX ˙ BMV ˙ US46120E6023
SecurityMX:ISRG / Intuitive Surgical, Inc.
InstitutionIMA Wealth, Inc.
Latest Disclosed Ownership5,329 shares
Latest Disclosed Value $ 2,456,615
IMA Wealth, Inc. reports 0.45% decrease in ownership of ISRG / Intuitive Surgical, Inc.

On May 6, 2026 - IMA Wealth, Inc. filed a 13F-HR form disclosing ownership of 5,329 shares of Intuitive Surgical, Inc. (MX:ISRG) valued at $2,456,615 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 5,353 shares of Intuitive Surgical, Inc.. This represents a change in shares of -0.45% 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)
2026-05-06 2026-03-31 13F Intuitive Surgical Common Stock 46120E602 5,329 -24 -0.45 2,457 -18.97 0.2398
2026-02-11 2025-12-31 13F Intuitive Surgical Common Stock 46120E602 5,353 -9 -0.17 3,032 26.40 0.2912
2025-11-06 2025-09-30 13F Intuitive Surgical Common Stock 46120E602 5,362 0 0.00 2,398 -17.68 0.2416
2025-08-08 2025-06-30 13F Intuitive Surgical Common Stock 46120E602 5,362 164 3.16 2,914 13.17 0.3123
2025-05-06 2025-03-31 13F Intuitive Surgical Common Stock 46120E602 5,198 -406 -7.24 2,574 -12.00 0.3054
2025-02-14 2024-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 5,604 -82 -1.44 2,925 4.73 0.3522
2024-11-14 2024-09-30 13F Intuitive Surgical Common Stock 46120E602 5,686 -153 -2.62 2,793 7.55 0.6080
2024-08-06 2024-06-30 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 5,839 103 1.80 2,597 13.46 1.1473
2024-07-25 2024-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 5,839 103 2,597 0.5904
2024-04-24 2024-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 5,736 -145 -2.47 2,289 15.37 1.0824
2024-02-05 2023-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 5,881 -299 -4.84 1,984 9.86 0.9932
2023-11-28 2023-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 6,180 -73 -1.17 1,806 -15.53 0.4668
2023-08-15 2023-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 6,253 60 0.97 2,138 35.15 0.5493
2023-05-16 2023-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 6,193 -812 -11.59 1,582 -14.85 0.4080
2023-02-16 2022-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 7,005 -331 -4.51 1,859 35.13 0.4921
2022-11-15 2022-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 7,336 -2,620 -26.32 1,375 -31.18 0.3694
2022-08-18 2022-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 9,956 -177 -1.75 1,998 -34.64 0.4890
2022-06-13 2022-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 10,133 988 10.80 3,057 -6.97 0.7017
2022-02-14 2021-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 9,145 5,706 165.92 3,286 -3.89 0.7256
2021-11-03 2021-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 3,439 37 1.09 3,419 9.27 0.8077
2021-08-13 2021-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 3,402 -533 -13.55 3,129 7.60 0.7312
2021-05-13 2021-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 3,935 31 0.79 2,908 -8.95 0.7124
2021-02-08 2020-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 3,904 84 2.20 3,194 17.86 0.8955
2020-11-16 2020-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 3,820 86 2.30 2,710 27.35 0.9086
2020-08-13 2020-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 3,734 -2,307 -38.19 2,128 -28.88 0.7694
2020-04-14 2020-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 6,041 -371 -5.79 2,992 -21.06 1.3168
2020-02-24 2019-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 6,412 -250 -3.75 3,790 5.37 1.4066
2019-10-29 2019-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 6,662 134 2.05 3,597 5.05 1.3586
2019-07-19 2019-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 6,528 6,528 3,424 1.2801
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.