AF
COO icon

Allworth Financial’s Cooper Companies COO Stock Holding History

Allworth Financial’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
Q2 		$319K Sell
4,453
-576
-11% -$37.7K ﹤0.01% 1227
2026
Q1 		$360K Buy
5,029
+3,674
+271% +$291K ﹤0.01% 1101
2025
Q4 		$111K Buy
1,355
+167
+14% +$12.5K ﹤0.01% 1685
2025
Q3 		$81.5K Buy
1,188
+229
+24% +$16.2K ﹤0.01% 1789
2025
Q2 		$68.2K Buy
959
+257
+37% +$19.7K ﹤0.01% 1756
2025
Q1 		$58K Sell
702
-312
-31% -$28K ﹤0.01% 1484
2024
Q4 		$96.5K Buy
1,014
+46
+5% +$4.69K ﹤0.01% 1281
2024
Q3 		$107K Buy
968
+304
+46% +$29.6K ﹤0.01% 1058
2024
Q2 		$60.3K Sell
664
-8
-1% -$747 ﹤0.01% 1296
2024
Q1 		$68.2K Buy
672
+96
+17% +$9.29K ﹤0.01% 1167
2023
Q4 		$54.5K Buy
576
+104
+22% +$8.72K ﹤0.01% 1163
2023
Q3 		$37.5K Buy
472
+84
+22% +$7.74K ﹤0.01% 1223
2023
Q2 		$37.2K Hold
388
– – ﹤0.01% 1233
2023
Q1 		$36.2K Buy
388
+4
+1% +$344 ﹤0.01% 1189
2022
Q4 		$31.7K Buy
384
+24
+7% +$1.77K ﹤0.01% 1183
2022
Q3 		$24K Buy
360
+24
+7% +$1.84K ﹤0.01% 1215
2022
Q2 		$26K Sell
336
-264
-44% -$23.4K ﹤0.01% 1122
2022
Q1 		$63K Sell
600
-96
-14% -$9.66K ﹤0.01% 827
2021
Q4 		$73K Sell
696
-16
-2% -$1.63K ﹤0.01% 755
2021
Q3 		$74K Buy
712
+112
+19% +$11.9K ﹤0.01% 684
2021
Q2 		$59K Hold
600
– – ﹤0.01% 580
2021
Q1 		$58K Hold
600
– – ﹤0.01% 540
2020
Q4 		$54K Buy
+600
New +$51.5K ﹤0.01% 462
2017
Q3 		– Sell
-92
Closed -$6K – 741
2017
Q2 		$6K Buy
+92
New +$5K ﹤0.01% 540

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Allworth Financial's COO Position: Q2 2026 in Review

Allworth Financial reduced its Cooper Companies (COO) stake by 11% in Q2 2026, selling an estimated $37.7K and leaving 4,453 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Allworth Financial first reported a position in COO in Q2 2017 and has held it in 24 quarters since. The position peaked at $360K in Q1 2026. 672 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Allworth Financial held 4,453 shares of Cooper Companies worth $319K as of Q2 2026.
  • Allworth Financial sold 576 Cooper Companies shares in Q2 2026, an estimated $37.7K.
  • Cooper Companies made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1227 holding.
  • Allworth Financial first reported a position in Cooper Companies in Q2 2017 and has held it in 24 quarters since.
  • Allworth Financial's Cooper Companies position peaked at $360K in Q1 2026.
  • 672 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.