Position in COO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$378,733
-$6,145 QoQ
Shares Held
5,297
+12.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in COO Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $3,961,747 across 39 Medical Instruments & Supplies names. COO ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
2,080 | $958,851 | |
| 2 | BDX |
Becton Dickinson & Co
|
4,192 | $659,100 | |
| 3 | COO |
Cooper Companies, Inc.
This page
|
5,297 | $378,733 | |
| 4 | ALGN |
Align Technology Inc
|
1,752 | $300,337 | |
| 5 | RMD |
Resmed Inc
|
1,154 | $259,043 | |
| 6 | ALC |
Alcon Inc
|
2,852 | $214,894 | |
| 7 | ATR |
Aptargroup, Inc.
|
1,491 | $187,891 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
630 | $157,896 |
All Filings in COO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $378,733 | 5,297 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $384,878 | 4,696 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $317,430 | 4,630 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $412,227 | 5,793 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $549,707 | 6,517 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $578,881 | 6,297 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $637,652 | 5,779 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $489,839 | 5,611 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $542,505 | 5,347 | Shares | Sole | 2024-06-11 | |
| No filing history on record for this holder in this stock. | ||||||