Position in COO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$180,207
+$85,470 QoQ
Shares Held
2,513
+89.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#518
of 673 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $6,655,864 across 32 Medical Instruments & Supplies names. COO ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
8,397 | $3,339,318 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
2,857 | $1,025,663 | |
| 3 | BAX |
Baxter International Inc
|
25,308 | $539,566 | |
| 4 | SOLV |
Solventum Corp
|
6,904 | $532,643 | |
| 5 | BDX |
Becton Dickinson & Co
|
2,601 | $393,609 | |
| 6 | RMD |
Resmed Inc
|
943 | $183,771 | |
| 7 | COO |
Cooper Companies, Inc.
This page
|
2,513 | $180,207 | |
| 8 | RGEN |
Repligen Corp
|
1,006 | $137,258 |
All Filings in COO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $180,207 | 2,513 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $94,737 | 1,325 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $20,162 | 246 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $13,917 | 203 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $49,385 | 694 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $59,466 | 705 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $340,600 | 3,705 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $419,181 | 3,799 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $331,390 | 3,796 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $47,990 | 473 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $47,683 | 126 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $35,617 | 112 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $39,109 | 102 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $40,696 | 109 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $36,373 | 110 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $28,501 | 108 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $32,251 | 103 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $35,495 | 85 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $35,609 | 85 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $35,131 | 85 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $36,853 | 93 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $32,647 | 85 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $30,882 | 85 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $33,712 | 100 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $28,364 | 100 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $27,567 | 100 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||