直覺外科公司
MX ˙ BMV ˙ US46120E6023
SecurityMX:ISRG / Intuitive Surgical, Inc.
InstitutionSegment Wealth Management, LLC
Latest Disclosed Ownership5,775 shares
Latest Disclosed Value $ 2,662,217
Segment Wealth Management, LLC reports 4.54% increase in ownership of ISRG / Intuitive Surgical, Inc.

On April 20, 2026 - Segment Wealth Management, LLC filed a 13F-HR form disclosing ownership of 5,775 shares of Intuitive Surgical, Inc. (MX:ISRG) valued at $2,662,217 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 5,524 shares of Intuitive Surgical, Inc.. This represents a change in shares of 4.54% 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)
2026-04-20 2026-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 5,775 251 4.54 2,662 -14.90 0.1562
2026-01-29 2025-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 5,524 227 4.29 3,129 32.09 0.1814
2025-10-20 2025-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 5,297 -255 -4.59 2,369 -21.51 0.1420
2025-07-21 2025-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 5,552 322 6.16 3,017 16.49 0.1915
2025-04-22 2025-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 5,230 178 3.52 2,590 -1.75 0.1752
2025-01-17 2024-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 5,052 -45 -0.88 2,637 5.27 0.1797
2024-10-22 2024-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 5,097 4 0.08 2,504 10.55 0.1721
2024-07-23 2024-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 5,093 162 3.29 2,266 15.15 0.1672
2024-04-24 2024-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 4,931 303 6.55 1,968 26.01 0.1495
2024-01-26 2023-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 4,628 745 19.19 1,561 37.65 0.1379
2023-10-25 2023-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 3,883 515 15.29 1,135 -1.48 0.1154
2023-08-22 2023-06-30 13F/A-1 INTUITIVE SURGICAL COM NEW 46120E602 3,368 163 5.09 1,152 40.71 0.1184
2023-07-21 2023-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 3,368 163 1,152 0.1196
2023-04-20 2023-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 3,205 0 0.00 819 -3.76 0.0926
2023-01-13 2022-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 3,205 11 0.34 850 41.90 0.0985
2022-10-24 2022-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 3,194 256 8.71 599 1.53 0.0748
2022-07-20 2022-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 2,938 -642 -17.93 590 -45.37 0.0749
2022-04-25 2022-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 3,580 237 7.09 1,080 -10.07 0.1113
2022-01-24 2021-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 3,343 2,280 214.49 1,201 13.62 0.1260
2021-10-19 2021-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 1,063 45 4.42 1,057 12.93 0.1255
2021-07-20 2021-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 1,018 0 0.00 936 24.47 0.1111
2021-05-10 2021-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 1,018 111 12.24 752 1.35 0.0997
2021-01-27 2020-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 907 25 2.83 742 18.53 0.1071
2020-10-27 2020-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 882 395 81.11 626 125.18 0.1017
2020-07-15 2020-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 487 78 19.07 278 36.95 0.0514
2020-04-24 2020-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 409 60 17.19 203 -1.46 0.0452
2020-01-23 2019-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 349 349 206 0.0348
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.