Activest Wealth Management
COO icon

Activest Wealth Management’s Cooper Companies COO Stock Holding History

Activest Wealth Management’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
-14
Closed -$1K – 1121
2026
Q2 		$1K Sell
14
-293
-95% -$19.2K ﹤0.01% 960
2026
Q1 		$22K Buy
307
+151
+97% +$11.9K ﹤0.01% 502
2025
Q4 		$12.8K Buy
156
+153
+5,100% +$11.5K ﹤0.01% 610
2025
Q3 		$206 Sell
3
-15
-83% -$1.06K ﹤0.01% 1021
2025
Q2 		$1.28K Buy
18
+17
+1,700% +$1.3K ﹤0.01% 741
2025
Q1 		$84 Buy
+1
New +$90 ﹤0.01% 977

Other funds holding COO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 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

Activest Wealth Management's COO Position: Q3 2026 in Review

Activest Wealth Management sold out of Cooper Companies (COO) in Q3 2026, closing a stake of 14 shares — an estimated $1K sold.

Activest Wealth Management first reported a position in COO in Q1 2025 and held it in 6 quarters. The position peaked at $22K in Q1 2026. 507 funds tracked by Wall St. Rank hold COO as of Q3 2026.

  • Activest Wealth Management reported no remaining Cooper Companies position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 14 Cooper Companies shares in Q3 2026, an estimated $1K.
  • Activest Wealth Management first reported a position in Cooper Companies in Q1 2025 and held it in 6 quarters.
  • Activest Wealth Management's Cooper Companies position peaked at $22K in Q1 2026.
  • 507 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.