EXENCIAL WEALTH ADVISORS, LLC
Position in COO — Cooper Companies, Inc.
CIK 1576151
OKLAHOMA CITY, OK
Position in COO
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$6,290,927
-$1,272,505 QoQ
Shares Held
87,985
-4.7% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in COO Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $25,092,616 across 4 Medical Instruments & Supplies names. COO ranks #3 (25.1% of the industry book) .
All Filings in COO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,290,927 | 87,985 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,563,432 | 92,282 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,651,142 | 97,012 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,950,268 | 97,671 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,619,473 | 102,187 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||