Position in COO
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,667,164
+$818,147 QoQ
Shares Held
37,303
+65.4% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COO Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $18,613,195 across 12 Medical Instruments & Supplies names. COO ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
23,038 | $10,620,287 | |
| 2 | COO |
Cooper Companies, Inc.
This page
|
37,303 | $2,667,164 | |
| 3 | RMD |
Resmed Inc
|
7,467 | $1,676,192 | |
| 4 | RGEN |
Repligen Corp
|
13,616 | $1,604,237 | |
| 5 | BDX |
Becton Dickinson & Co
|
3,032 | $476,721 | |
| 6 | ATRC |
AtriCure, Inc.
|
11,631 | $331,832 | |
| 7 | SOLV |
Solventum Corp
|
4,694 | $306,518 | |
| 8 | STVN |
Stevanato Group S.p.A.
|
18,353 | $252,353 |
All Filings in COO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,667,164 | 37,303 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,849,017 | 22,560 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,794,352 | 26,172 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,795,509 | 25,232 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,798,595 | 21,323 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,635,342 | 17,789 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,534,719 | 13,909 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,132,106 | 12,968 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||