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Copeland Capital Management, LLC - Portfolio Stock Holdings

Copeland Capital Management, LLC disclosed 312 stock positions in a recent SEC 13F filing. $4,481,156,738 of stock holdings were filed, with the largest holdings including ENSG, PSMT, and LMAT. This filing represented positions held on March 31, 2026, and was filed on May 6, 2026.

We estimate the fund has a total AUM of $4,063,157,512 and has 30 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

312

Est. Stock Holding Value:

$4,481,156,738

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Copeland Capital Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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