Position in COO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$709,570
+$200,490 QoQ
Shares Held
9,895
+39.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#364
of 669 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COO Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026HB Wealth Management, LLC holds $21,499,086 across 13 Medical Instruments & Supplies names. COO ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
23,518 | $9,352,638 | |
| 2 | BDX |
Becton Dickinson & Co
|
31,456 | $4,760,236 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
4,709 | $1,690,531 | |
| 4 | ALGN |
Align Technology Inc
|
7,896 | $1,331,739 | |
| 5 | RMD |
Resmed Inc
|
4,413 | $860,005 | |
| 6 | COO |
Cooper Companies, Inc.
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|
9,895 | $709,570 | |
| 7 | MDLN |
Medline Inc.
|
17,248 | $680,261 | |
| 8 | BAX |
Baxter International Inc
|
28,408 | $605,658 |
All Filings in COO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $709,570 | 9,895 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $509,080 | 7,120 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $338,904 | 4,135 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $238,314 | 3,476 | Shares | Sole | 2025-10-23 | |
| 2024-12-31 | $267,792 | 2,913 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $259,078 | 2,348 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $220,432 | 2,525 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||