인튜이티브 서지컬, Inc.
MX ˙ BMV ˙ US46120E6023
SecurityMX:ISRG / Intuitive Surgical, Inc.
InstitutionSummit Trail Advisors, Llc
Latest Disclosed Ownership11,279 shares
Latest Disclosed Value $ 5,199,506
Summit Trail Advisors, Llc reports 12.60% increase in ownership of ISRG / Intuitive Surgical, Inc.

On May 12, 2026 - Summit Trail Advisors, Llc filed a 13F-HR form disclosing ownership of 11,279 shares of Intuitive Surgical, Inc. (MX:ISRG) valued at $5,199,506 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 10,017 shares of Intuitive Surgical, Inc.. This represents a change in shares of 12.60% 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)
2026-05-12 2026-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 11,279 1,262 12.60 5,200 -8.36 0.0745
2026-02-17 2025-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 10,017 -616 -5.79 5,673 19.31 0.0981
2025-11-14 2025-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 10,633 389 3.80 4,755 -14.57 0.0657
2025-08-14 2025-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 10,244 2,208 27.48 5,567 39.85 0.0955
2025-04-28 2025-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 8,036 1,434 21.72 3,980 15.53 0.1313
2025-01-29 2024-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 6,602 1,150 21.09 3,446 28.64 0.1272
2024-11-12 2024-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 5,452 738 15.66 2,678 27.71 0.0664
2024-08-13 2024-06-30 13F Intuitive Surgical Inc Com COM NEW 46120E602 4,714 152 3.33 2,097 15.22 0.0551
2024-04-23 2024-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 4,562 748 19.61 1,821 41.52 0.0484
2024-02-06 2023-12-31 13F INTUITIVE SURGICAL COM NEW 46120E602 3,814 -116 -2.95 1,287 12.02 0.0426
2023-10-30 2023-09-30 13F INTUITIVE SURGICAL COM NEW 46120E602 3,930 -419 -9.63 1,149 -22.80 0.0423
2023-07-25 2023-06-30 13F INTUITIVE SURGICAL COM NEW 46120E602 4,349 978 29.01 1,487 72.71 0.0561
2023-05-04 2023-03-31 13F INTUITIVE SURGICAL COM NEW 46120E602 3,371 903 36.59 861 31.65 0.0347
2023-02-07 2022-12-31 13F Intuitive Surgical Inc Com COM 46120E602 2,468 -335 -11.95 655 24.57 0.0291
2022-11-10 2022-09-30 13F Intuitive Surgical Inc Com Stock 46120E602 2,803 258 10.14 525 2.74 0.0284
2022-08-09 2022-06-30 13F Intuitive Surgical Inc Com COM 46120E602 2,545 863 51.31 511 0.79 0.0316
2022-05-16 2022-03-31 13F Intuitive Surgical Inc Com EQUITY 46120E602 1,682 -118 -6.56 507 -21.64 0.0410
2022-02-11 2021-12-31 13F Intuitive Surgical Inc Com Equity 46120E602 1,800 1,419 372.44 647 70.71 0.0417
2021-11-16 2021-09-30 13F Intuitive Surgical Inc Com COM NEW 46120E602 381 58 17.96 379 27.61 0.0284
2021-08-16 2021-06-30 13F Intuitive Surgical Inc Com Equity 46120E602 323 18 5.90 297 32.00 0.0260
2021-05-17 2021-03-31 13F INTUITIVE SURGICAL Equity 46120E602 305 -313 -50.65 225 -50.87 0.0243
2020-11-16 2020-09-30 13F/A-1 Intuitive Surgical Inc Com Equity 46120E602 618 170 37.95 458 79.61 0.0886
2020-08-13 2020-06-30 13F Intuitive Surgical Inc Com Equity 46120E602 448 23 5.41 255 21.43 0.0476
2020-05-15 2020-03-31 13F Intuitive Surgical Inc Com Equity 46120E602 425 425 210 0.0565
2019-02-13 2018-12-31 13F INTUITIVE SURGICAL INC COM EQUITY 46120E602 0 -277 -100.00 0 -100.00
2018-11-14 2018-09-30 13F INTUITIVE SURGICAL INC COM EQUITY 46120E602 277 277 159 0.0351
2018-08-10 2018-06-30 13F INTUITIVE SURGICAL INC COM EQUITY 46120E602 0 -477 -100.00 0 -100.00
2018-05-22 2018-03-31 13F/A-1 INTUITIVE SURGICAL INC COM EQUITY 46120E602 477 45 10.42 216 16.76 0.0367
2018-05-21 2018-03-31 13F INTUITIVE SURGICAL INC COM EQUITY 46120E602 215,798 215,366 216
2018-02-14 2017-12-31 13F INTUITIVE SURGICAL INC COM EQUITY 46120E602 432 432 185 0.0234
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.