Position in COO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$676,368
+$75,768 QoQ
Shares Held
9,432
+12.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#369
of 669 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in COO Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $14,362,866 across 10 Medical Instruments & Supplies names. COO ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
22,873 | $9,096,134 | |
| 2 | BDX |
Becton Dickinson & Co
|
11,507 | $1,741,354 | |
| 3 | COO |
Cooper Companies, Inc.
This page
|
9,432 | $676,368 | |
| 4 | NVST |
Envista Holdings Corp
|
24,379 | $642,386 | |
| 5 | RMD |
Resmed Inc
|
2,677 | $521,693 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
1,394 | $500,446 | |
| 7 | ATR |
Aptargroup, Inc.
|
2,699 | $337,914 | |
| 8 | SOLV |
Solventum Corp
|
4,379 | $337,839 |
All Filings in COO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $676,368 | 9,432 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $600,600 | 8,400 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $674,366 | 8,228 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $644,923 | 9,063 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,037,505 | 12,300 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $407,985 | 4,438 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $468,282 | 4,244 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $379,056 | 4,342 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $446,626 | 4,402 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $405,687 | 1,072 | Shares | Sole | 2024-02-28 | |
| No filing history on record for this holder in this stock. | ||||||