Position in COO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$286,500
-$318,774 QoQ
Shares Held
4,007
-45.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in COO Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $8,405,493 across 13 Medical Instruments & Supplies names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
9,385 | $3,732,226 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
2,332 | $837,188 | |
| 3 | BDX |
Becton Dickinson & Co
|
4,318 | $653,442 | |
| 4 | RMD |
Resmed Inc
|
3,085 | $601,204 | |
| 5 | ATR |
Aptargroup, Inc.
|
3,556 | $445,211 | |
| 6 | ALGN |
Align Technology Inc
|
2,433 | $410,349 | |
| 7 | BAX |
Baxter International Inc
|
18,545 | $395,379 | |
| 8 | SOLV |
Solventum Corp
|
4,669 | $360,213 |
All Filings in COO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $286,500 | 4,007 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $605,274 | 7,385 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $330,116 | 4,815 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $484,599 | 6,810 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $164,482 | 1,950 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $211,632 | 1,918 | Shares | Sole | 2024-11-18 | |
| No filing history on record for this holder in this stock. | ||||||