Intuitive Surgical, Inc.
US ˙ NasdaqGS ˙ US46120E6023

SecurityISRG / Intuitive Surgical, Inc.
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership3,501 shares
Latest Disclosed Value $ 1,613,926
Principle Wealth Partners Llc reports 6.66% decrease in ownership of ISRG / Intuitive Surgical, Inc.

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 3,501 shares of Intuitive Surgical, Inc. (US:ISRG) valued at $1,613,926 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,751 shares of Intuitive Surgical, Inc.. This represents a change in shares of -6.66% during the quarter. The current value of the position is $1,425,922 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)
2026-05-07 2026-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 3,501 -250 -6.66 1,614 -24.06 0.0922
2026-02-06 2025-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 3,751 25 0.67 2,124 27.49 0.1195
2025-11-03 2025-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 3,726 -10 -0.27 1,666 -17.93 0.0967
2025-07-30 2025-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 3,736 14 0.38 2,030 10.15 0.1268
2025-05-06 2025-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 3,722 460 14.10 1,843 8.28 0.1318
2025-01-29 2024-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 3,262 -415 -11.29 1,703 -5.76 0.1195
2024-11-13 2024-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 3,677 230 6.67 1,806 17.81 0.1279
2024-08-13 2024-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 3,447 36 1.06 1,533 12.64 0.1167
2024-04-23 2024-03-31 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 3,411 2,293 205.10 1,361 261.01 0.1063
2024-04-23 2024-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 3,411 2,293 1,361 0.1063
2024-02-05 2023-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 1,118 -70 -5.89 377 8.65 0.0325
2023-11-01 2023-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 1,188 37 3.21 347 -11.70 0.0349
2023-07-31 2023-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 1,151 0 0.00 394 33.67 0.0395
2023-05-10 2023-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 1,151 80 7.47 294 3.52 0.0314
2023-02-02 2022-12-31 13F INTUITIVE SURGICAL INC COM Stock 46120E602 1,071 -3 -0.28 284 41.29 0.0322
2022-11-14 2022-09-30 13F INTUITIVE SURGICAL INC COM Stock 46120E602 1,074 0 0.00 201 -6.94 0.0190
2022-08-02 2022-06-30 13F INTUITIVE SURGICAL INC COM Stock 46120E602 1,074 0 0.00 216 -33.33 0.0260
2022-05-12 2022-03-31 13F INTUITIVE SURGICAL INC COM Stock 46120E602 1,074 -75 -6.53 324 -21.55 0.0341
2022-02-11 2021-12-31 13F INTUITIVE SURGICAL INC COM Stock 46120E602 1,149 767 200.79 413 8.68 0.0434
2021-11-16 2021-09-30 13F INTUITIVE SURGICAL INC COM Stock 46120E602 382 25 7.00 380 15.85 0.0439
2021-08-13 2021-06-30 13F INTUITIVE SURGICAL INC COM Stock 46120E602 357 0 0.00 328 24.24 0.0372
2021-05-18 2021-03-31 13F INTUITIVE SURGICAL INC COM Stock 46120E602 357 357 264 0.0309
2020-11-16 2020-09-30 13F INTUITIVE SURGICAL INC COM Stock 46120E602 0 -78 -100.00 0 -100.00
2020-08-14 2020-06-30 13F INTUITIVE SURGICAL INC COM Stock 46120E602 78 78 44 0.0129
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.