Avantax Advisory Services’s Cooper Companies COO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$552K Buy
7,761
+688
+10% +$52.7K ﹤0.01% 1528
2025
Q1
$597K Sell
7,073
-60
-0.8% -$5.38K ﹤0.01% 1392
2024
Q4
$656K Sell
7,133
-207
-3% -$21.1K ﹤0.01% 1274
2024
Q3
$810K Buy
7,340
+157
+2% +$15.3K 0.01% 1132
2024
Q2
$627K Buy
+7,183
New +$671K ﹤0.01% 1228

Other funds holding COO

Avantax Advisory Services's COO Position: Q2 2025 in Review

Avantax Advisory Services increased its Cooper Companies (COO) stake by 9.7% in Q2 2025, buying an estimated $52.7K and bringing the position to 7,761 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Avantax Advisory Services first reported a position in COO in Q2 2024 and has held it in 5 quarters since. The position peaked at $810K in Q3 2024. 627 funds tracked by Wall St. Rank hold COO as of Q2 2025.

  • Avantax Advisory Services held 7,761 shares of Cooper Companies worth $552K as of Q2 2025.
  • Avantax Advisory Services bought 688 Cooper Companies shares in Q2 2025, an estimated $52.7K.
  • Cooper Companies made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1528 holding.
  • Avantax Advisory Services first reported a position in Cooper Companies in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Cooper Companies position peaked at $810K in Q3 2024.
  • 627 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.