Position in COO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$573
-$4,575 QoQ
Shares Held
8
-88.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#650
of 669 holders
Holding Since
Dec 2024
5 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 Jun 30, 2026Whipplewood Advisors, LLC holds $21,938 across 10 Medical Instruments & Supplies names. COO ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
27 | $10,737 | |
| 2 | ALC |
Alcon Inc
|
51 | $3,422 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
6 | $2,154 | |
| 4 | WRBY |
Warby Parker Inc.
|
46 | $1,395 | |
| 5 | SOLV |
Solventum Corp
|
12 | $925 | |
| 6 | ATR |
Aptargroup, Inc.
|
7 | $876 | |
| 7 | RMD |
Resmed Inc
|
4 | $779 | |
| 8 | MMSI |
Merit Medical Systems Inc
|
9 | $624 |
All Filings in COO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573 | 8 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,148 | 72 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $6,332 | 89 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $2,952 | 97 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $11,490 | 125 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||