Intuitive Surgical, Inc.
US ˙ NasdaqGS ˙ US46120E6023

SecurityISRG / Intuitive Surgical, Inc.
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership33,870 shares
Latest Disclosed Value $ 15,613,825
Meridian Wealth Management, LLC reports 0.42% decrease in ownership of ISRG / Intuitive Surgical, Inc.

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 33,870 shares of Intuitive Surgical, Inc. (US:ISRG) valued at $15,613,731 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 34,013 shares of Intuitive Surgical, Inc.. This represents a change in shares of -0.42% during the quarter. The current value of the position is $14,295,172 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)
2026-05-06 2026-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 33,870 -143 -0.42 15,614 -18.95 0.5383
2026-02-04 2025-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 34,013 675 2.02 19,264 29.20 0.6780
2025-11-04 2025-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 33,338 779 2.39 14,910 -15.73 0.5715
2025-08-08 2025-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 32,559 140 0.43 17,693 10.19 0.7554
2025-05-12 2025-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 32,419 4,991 18.20 16,056 12.15 0.7773
2025-02-06 2024-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 27,428 -60 -0.22 14,316 6.01 0.6773
2024-11-12 2024-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 27,488 104 0.38 13,504 10.86 0.6638
2024-08-08 2024-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 27,384 27,384 12,182 1.4561
2024-04-25 2024-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 0 -27,582 -100.00 0 -100.00
2024-02-08 2023-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 27,582 99 0.36 9,305 15.83 0.5941
2023-10-17 2023-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 27,483 15,030 120.69 8,033 88.66 0.4922
2023-08-02 2023-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 12,453 10,379 500.43 4,258 704.91 0.3590
2023-05-15 2023-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 2,074 262 14.46 530 10.21 0.0462
2023-02-14 2022-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 1,812 -35 -1.89 481 38.73 0.0471
2022-11-14 2022-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 1,847 7 0.38 346 -6.23 0.0372
2022-08-05 2022-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 1,840 -1,787 -49.27 369 -66.27 0.0302
2022-05-12 2022-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 3,627 -834 -18.70 1,094 -31.75 0.1196
2022-01-27 2021-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 4,461 2,663 148.11 1,603 -10.30 0.1712
2021-10-15 2021-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 1,798 399 28.52 1,787 38.85 0.2204
2021-07-22 2021-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 1,399 555 65.76 1,287 106.25 0.1640
2021-05-07 2021-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 844 -1,072 -55.95 624 -60.18 0.0908
2021-01-19 2020-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 1,916 -150 -7.26 1,567 6.96 0.2487
2020-10-09 2020-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 2,066 0 0.00 1,465 24.47 0.3592
2020-07-15 2020-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 2,066 -25 -1.20 1,177 13.72 0.3939
2020-04-16 2020-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 2,091 -157 -6.98 1,035 -22.06 0.4585
2020-01-09 2019-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 2,248 47 2.14 1,328 11.78 0.6386
2019-11-08 2019-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 2,201 -652 -22.85 1,188 -92.06 0.5593
2019-07-19 2019-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 2,853 -7,254 -71.77 14,965 159.49 0.6057
2019-06-03 2019-03-31 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 10,107 11 0.11 5,767 19.28 2.6242
2019-05-15 2019-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 10,107 11 57,669
2019-02-05 2018-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 10,096 591 6.22 4,835 -11.38 2.8476
2018-10-19 2018-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 9,505 632 7.12 5,456 28.50 2.3455
2018-08-06 2018-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 8,873 1,990 28.91 4,246 49.40 1.9981
2018-05-08 2018-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 6,883 6,583 2,194.33 2,842 860.14 1.4175
2018-01-30 2017-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 300 26 9.49 296 3.14 0.1824
2017-10-31 2017-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 274 274 287 0.1819
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.