Position in COO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,928,422
+$2,992,533 QoQ
Shares Held
82,915
+131.5% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in COO Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Creative Planning holds $168,796,083 across 25 Medical Instruments & Supplies names. COO ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
125,675 | $57,934,917 | |
| 2 | BDX |
Becton Dickinson & Co
|
133,511 | $20,991,934 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
83,372 | $20,896,358 | |
| 4 | ALGN |
Align Technology Inc
|
57,442 | $9,847,282 | |
| 5 | RMD |
Resmed Inc
|
38,899 | $8,732,047 | |
| 6 | ALC |
Alcon Inc
|
114,290 | $8,611,751 | |
| 7 | HOLX |
HOLOGIC INC
|
109,718 | $8,293,583 | |
| 8 | COO |
Cooper Companies, Inc.
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|
82,915 | $5,928,422 |
All Filings in COO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,928,422 | 82,915 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,935,889 | 35,821 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,014,824 | 14,802 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $806,242 | 11,330 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,052,013 | 12,472 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $957,450 | 10,415 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,120,833 | 10,158 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $930,703 | 10,661 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,105,406 | 10,895 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||