Position in COO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,136,427
+$3,208,005 QoQ
Shares Held
127,408
+53.7% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#141
of 674 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Creative Planning holds $195,883,119 across 27 Medical Instruments & Supplies names. COO ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
137,514 | $54,686,566 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
90,518 | $32,495,962 | |
| 3 | BDX |
Becton Dickinson & Co
|
134,462 | $20,348,133 | |
| 4 | ALGN |
Align Technology Inc
|
69,292 | $11,686,787 | |
| 5 | MMSI |
Merit Medical Systems Inc
|
146,939 | $10,188,749 | |
| 6 | RMD |
Resmed Inc
|
49,217 | $9,591,408 | |
| 7 | COO |
Cooper Companies, Inc.
This page
|
127,408 | $9,136,427 | |
| 8 | ALC |
Alcon Inc
|
132,357 | $8,881,154 |
All Filings in COO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,136,427 | 127,408 | Shares | Defined | 2026-08-13 | |
| 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 | |
| 2023-12-31 | $1,573,552 | 4,158 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,324,829 | 4,166 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,411,789 | 3,682 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,199,978 | 3,214 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,023,754 | 3,096 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $783,519 | 2,969 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $800,021 | 2,555 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $892,807 | 2,138 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $919,992 | 2,196 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $903,495 | 2,186 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $814,334 | 2,055 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $805,052 | 2,096 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $750,255 | 2,065 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $619,626 | 1,838 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $484,740 | 1,709 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $494,000 | 1,792 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||