The Cooper Companies, Inc.
GB ˙ LSE
66,70 $ ↑4,73 (7,63%)
2026-06-05
DEL PRIS
SecurityGB:0I3I / The Cooper Companies, Inc.
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership5,297 shares
Latest Disclosed Value $ 378,749
EverSource Wealth Advisors, LLC reports 12.80% increase in ownership of 0I3I / The Cooper Companies, Inc.

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 5,297 shares of The Cooper Companies, Inc. (GB:0I3I) valued at $376,564 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 4,696 shares of The Cooper Companies, Inc.. This represents a change in shares of 12.80% during the quarter. The current value of the position is $353,314 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F/A-1 COOPER COS INC COM Stock 216648501 5,297 601 12.80 379 -1.56 0.0018
2026-05-14 2026-03-31 13F COOPER COS INC COM Stock 216648501 4,750 54 217 0.0066
2026-02-06 2025-12-31 13F COOPER COS INC COM Stock 216648501 4,696 66 1.43 385 21.14 0.0142
2025-11-10 2025-09-30 13F COOPER COS INC COM Stock 216648501 4,630 -1,163 -20.08 317 -23.06 0.0126
2025-08-13 2025-06-30 13F COOPER COS INC COM Stock 216648501 5,793 -724 -11.11 412 -24.95 0.0186
2025-05-13 2025-03-31 13F COOPER COS INC COM Stock 216648501 6,517 220 3.49 550 -5.02 0.0302
2025-02-10 2024-12-31 13F COOPER COS INC COM Stock 216648501 6,297 518 8.96 579 -9.26 0.0325
2024-11-08 2024-09-30 13F COOPER COS INC COM Stock 216648501 5,779 168 2.99 638 21.80 0.0404
2024-08-13 2024-06-30 13F COOPER COS INC COM Stock 216648501 5,611 264 4.94 524 9.87 0.0348
2024-06-11 2024-03-31 13F/A-1 COOPER COS INC COM Stock 216648501 5,347 5,347 476 0.0374
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.