AO
COO icon

Advisor OS’s Cooper Companies COO Stock Holding History

Advisor OS’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
Q1 		– Sell
-3,304
Closed -$271K – 586
2025
Q4 		$271K Sell
3,304
-81
-2% -$6.06K 0.02% 402
2025
Q3 		$232K Sell
3,385
-819
-19% -$58K 0.02% 418
2025
Q2 		$299K Sell
4,204
-313
-7% -$24K 0.03% 354
2025
Q1 		$381K Sell
4,517
-668
-13% -$59.9K 0.04% 275
2024
Q4 		$477K Sell
5,185
-4,378
-46% -$446K 0.06% 232
2024
Q3 		$1.06M Sell
9,563
-4,945
-34% -$481K 0.11% 147
2024
Q2 		$1.27M Buy
14,508
+274
+2% +$25.6K 0.14% 123
2024
Q1 		$1.44M Buy
14,234
+1,174
+9% +$114K 0.17% 113
2023
Q4 		$1.24M Sell
13,060
-548
-4% -$46K 0.16% 116
2023
Q3 		$1.08M Buy
13,608
+708
+5% +$65.2K 0.16% 119
2023
Q2 		$1.24M Buy
12,900
+444
+4% +$41.6K 0.2% 93
2023
Q1 		$1.16M Buy
12,456
+732
+6% +$62.9K 0.28% 92
2022
Q4 		$969K Buy
11,724
+3,584
+44% +$264K 0.26% 92
2022
Q3 		$537K Sell
8,140
-1,580
-16% -$121K 0.16% 125
2022
Q2 		$761K Buy
9,720
+992
+11% +$87.8K 0.22% 104
2022
Q1 		$910K Buy
8,728
+984
+13% +$99.1K 0.26% 90
2021
Q4 		$809K Buy
7,744
+732
+10% +$74.6K 0.17% 126
2021
Q3 		$724K Buy
7,012
+1,048
+18% +$112K 0.16% 120
2021
Q2 		$590K Buy
5,964
+2,464
+70% +$241K 0.12% 129
2021
Q1 		$336K Buy
+3,500
New +$332K 0.08% 148

Other funds holding COO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor OS's COO Position: Q1 2026 in Review

Advisor OS sold out of Cooper Companies (COO) in Q1 2026, closing a stake of 3,304 shares — an estimated $271K sold.

Advisor OS first reported a position in COO in Q1 2021 and held it in 20 quarters. The position peaked at $1.44M in Q1 2024. 679 funds tracked by Wall St. Rank hold COO as of Q1 2026.

  • Advisor OS reported no remaining Cooper Companies position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 3,304 Cooper Companies shares in Q1 2026, an estimated $271K.
  • Advisor OS first reported a position in Cooper Companies in Q1 2021 and held it in 20 quarters.
  • Advisor OS's Cooper Companies position peaked at $1.44M in Q1 2024.
  • 679 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.