Superior Planning, LLC’s Cooper Companies COO Stock Holding History

Superior Planning, LLC’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	$19.1K	Buy	+337	New	+$23K	0.01%	709

Other funds holding COO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Superior Planning, LLC's COO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Cooper Companies (COO) in Q3 2026: 337 shares worth $19.1K. The stake represents 0.01% of the portfolio and ranks #709 among its holdings.

412 funds tracked by Wall St. Rank hold COO as of Q3 2026.

Superior Planning, LLC held 337 shares of Cooper Companies worth $19.1K as of Q3 2026.
Cooper Companies was a new Superior Planning, LLC position in Q3 2026.
Cooper Companies made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #709 holding.
412 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.