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Axxcess Wealth Management’s Cooper Companies COO Stock Holding History

Axxcess 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
Q2 		$609K Buy
+8,492
New +$555K 0.01% 661
2026
Q1 		– Sell
-9,980
Closed -$818K – 498
2025
Q4 		$818K Buy
9,980
+2,698
+37% +$202K 0.01% 556
2025
Q3 		$499K Sell
7,282
-172
-2% -$12.2K 0.01% 621
2025
Q2 		$530K Buy
7,454
+72
+1% +$5.51K 0.01% 582
2025
Q1 		$623K Buy
7,382
+140
+2% +$12.5K 0.02% 497
2024
Q4 		$666K Sell
7,242
-44
-0.6% -$4.48K 0.02% 487
2024
Q3 		$804K Sell
7,286
-899
-11% -$87.5K 0.02% 441
2024
Q2 		$715K Sell
8,185
-26
-0.3% -$2.43K 0.02% 447
2024
Q1 		$833K Sell
8,211
-33
-0.4% -$3.19K 0.02% 416
2023
Q4 		$780K Buy
8,244
+3,916
+90% +$329K 0.02% 409
2023
Q3 		$344K Sell
4,328
-4,296
-50% -$396K 0.01% 566
2023
Q2 		$827K Sell
8,624
-700
-8% -$65.6K 0.06% 259
2023
Q1 		$870K Buy
9,324
+24
+0.3% +$2.06K 0.07% 254
2022
Q4 		$769K Buy
+9,300
New +$686K 0.06% 272
2022
Q3 		– Sell
-5,208
Closed -$408K – 559
2022
Q2 		$408K Sell
5,208
-3,340
-39% -$296K 0.04% 344
2022
Q1 		$892K Buy
8,548
+248
+3% +$25K 0.07% 242
2021
Q4 		$869K Buy
+8,300
New +$845K 0.06% 241

Other funds holding COO

Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Axxcess Wealth Management's COO Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Cooper Companies (COO) in Q2 2026: 8,492 shares worth $609K. The stake represents 0.01% of the portfolio and ranks #661 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in COO as recently as Q4 2025.

Axxcess Wealth Management first reported a position in COO in Q4 2021 and has held it in 17 quarters since. The position peaked at $892K in Q1 2022. 286 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Axxcess Wealth Management held 8,492 shares of Cooper Companies worth $609K as of Q2 2026.
  • Cooper Companies was a new Axxcess Wealth Management position in Q2 2026.
  • Cooper Companies made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #661 holding.
  • Axxcess Wealth Management first reported a position in Cooper Companies in Q4 2021 and has held it in 17 quarters since.
  • Axxcess Wealth Management's Cooper Companies position peaked at $892K in Q1 2022.
  • 286 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.