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B. Riley Wealth Advisors’s Cooper Companies COO Stock Holding History

B. Riley Wealth Advisors’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
2025
Q2 		– Sell
-2,891
Closed -$244K – 1098
2025
Q1 		$244K Buy
2,891
+397
+16% +$35.6K 0.01% 1068
2024
Q4 		$229K Sell
2,494
-49
-2% -$4.99K 0.01% 979
2024
Q3 		$280K Buy
2,543
+14
+0.6% +$1.36K 0.01% 989
2024
Q2 		$221K Buy
2,529
+1,342
+113% +$125K 0.01% 1181
2024
Q1 		$378K Sell
1,187
-1,385
-54% -$134K 0.01% 938
2023
Q4 		$243K Sell
2,572
-2,176
-46% -$183K 0.01% 1151
2023
Q3 		$378K Sell
4,748
-2,796
-37% -$258K 0.01% 938
2023
Q2 		$723K Buy
7,544
+4,680
+163% +$439K 0.02% 691
2023
Q1 		$267K Buy
2,864
+188
+7% +$16.2K 0.01% 1131
2022
Q4 		$221K Buy
+2,676
New +$197K 0.01% 1201
2022
Q2 		– Sell
-2,072
Closed -$217K – 1263
2022
Q1 		$217K Buy
+2,072
New +$209K 0.01% 1175
2021
Q2 		– Sell
-2,312
Closed -$223K – 1387
2021
Q1 		$223K Buy
+2,312
New +$219K 0.01% 1143
2019
Q4 		– Sell
-5,116
Closed -$381K – 853
2019
Q3 		$381K Sell
5,116
-1,644
-24% -$133K 0.04% 503
2019
Q2 		$570K Buy
6,760
+2,164
+47% +$163K 0.06% 330
2019
Q1 		$341K Buy
+4,596
New +$321K 0.04% 451
2018
Q2 		– Sell
-4,996
Closed -$286K – 681
2018
Q1 		$286K Sell
4,996
-224
-4% -$13.1K 0.04% 470
2017
Q4 		$285K Sell
5,220
-4
-0.1% -$234 0.04% 466
2017
Q3 		$311K Sell
5,224
-228
-4% -$13.9K 0.05% 361
2017
Q2 		$327K Buy
5,452
+384
+8% +$20.9K 0.06% 341
2017
Q1 		$254K Buy
+5,068
New +$241K 0.05% 396
2015
Q1 		– Sell
-200
Closed -$8K – 829
2014
Q4 		$8K Buy
+200
New +$8.03K ﹤0.01% 2965
2014
Q3 		– Sell
-200
Closed -$6.84K – 872
2014
Q2 		$6.84K Buy
+200
New +$6.61K ﹤0.01% 1942

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

B. Riley Wealth Advisors's COO Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Cooper Companies (COO) in Q2 2025, closing a stake of 2,891 shares — an estimated $244K sold.

B. Riley Wealth Advisors first reported a position in COO in Q2 2014 and held it in 22 quarters. The position peaked at $723K in Q2 2023. 628 funds tracked by Wall St. Rank hold COO as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Cooper Companies position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,891 Cooper Companies shares in Q2 2025, an estimated $244K.
  • B. Riley Wealth Advisors first reported a position in Cooper Companies in Q2 2014 and held it in 22 quarters.
  • B. Riley Wealth Advisors's Cooper Companies position peaked at $723K in Q2 2023.
  • 628 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.