4Wealth Advisors
COO icon

4Wealth Advisors’s Cooper Companies COO Stock Holding History

4Wealth Advisors’s Portfolio COO Stock Details COO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,809
Closed -$343K – 146
2026
Q2 		$343K Buy
4,809
+95
+2% +$6.21K 0.26% 110
2026
Q1 		$327K Buy
4,714
+275
+6% +$21.8K 0.28% 107
2025
Q4 		$364K Buy
4,439
+206
+5% +$15.4K 0.31% 104
2025
Q3 		$290K Buy
4,233
+361
+9% +$25.6K 0.26% 119
2025
Q2 		$276K Buy
+3,872
New +$296K 0.28% 113

Other funds holding COO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

4Wealth Advisors's COO Position: Q3 2026 in Review

4Wealth Advisors sold out of Cooper Companies (COO) in Q3 2026, closing a stake of 4,809 shares — an estimated $343K sold.

4Wealth Advisors first reported a position in COO in Q2 2025 and held it in 5 quarters. The position peaked at $364K in Q4 2025. 406 funds tracked by Wall St. Rank hold COO as of Q3 2026.

  • 4Wealth Advisors reported no remaining Cooper Companies position as of Q3 2026 after selling out during the quarter.
  • 4Wealth Advisors sold 4,809 Cooper Companies shares in Q3 2026, an estimated $343K.
  • 4Wealth Advisors first reported a position in Cooper Companies in Q2 2025 and held it in 5 quarters.
  • 4Wealth Advisors's Cooper Companies position peaked at $364K in Q4 2025.
  • 406 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.