Intuitive Surgical, Inc.
US ˙ NasdaqGS ˙ US46120E6023

SecurityISRG / Intuitive Surgical, Inc.
InstitutionOpal Wealth Advisors, LLC
Latest Disclosed Ownership591 shares
Latest Disclosed Value $ 272,446
Opal Wealth Advisors, LLC reports 1.66% decrease in ownership of ISRG / Intuitive Surgical, Inc.

On April 14, 2026 - Opal Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 591 shares of Intuitive Surgical, Inc. (US:ISRG) valued at $272,445 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 601 shares of Intuitive Surgical, Inc.. This represents a change in shares of -1.66% during the quarter. The current value of the position is $249,437 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)
2026-04-14 2026-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 591 -10 -1.66 272 -20.00 0.0616
2026-01-26 2025-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 601 14 2.39 340 29.77 0.0888
2025-10-24 2025-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 587 26 4.63 263 -13.82 0.0731
2025-07-14 2025-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 561 100 21.69 305 33.33 0.0846
2025-04-16 2025-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 461 -51 -9.96 228 -14.61 0.0704
2025-01-29 2024-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 512 25 5.13 267 11.72 0.0802
2024-10-15 2024-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 487 66 15.68 239 27.81 0.0749
2024-07-12 2024-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 421 421 187 0.0601
2022-05-09 2022-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 0 -610 -100.00 0 -100.00
2022-01-31 2021-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 610 610 219 0.1385
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.