Heritage Family Offices, LLP
Family OfficePosition in COO — Cooper Companies, Inc.
CIK 2019316
SCOTTSDALE, AZ
Position in COO
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$204,990
-$297,424 QoQ
Shares Held
2,867
-53.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026Heritage Family Offices, LLP holds $352,344 across 1 Medical Instruments & Supplies name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
886 | $352,344 |
All Filings in COO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $204,990 | 2,867 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $502,414 | 6,130 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $454,210 | 6,625 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $473,854 | 6,659 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $561,686 | 6,659 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $458,271 | 4,985 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $547,948 | 4,966 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $430,476 | 4,931 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||