Baldwin Wealth Partners’s Cooper Companies COO Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-25,555	Closed	-$1.75M	–	243
2025 Q3	$1.75M	Sell	25,555 -141,836	-85%	-$10M	0.11%	90
2025 Q2	$11.9M	Buy	167,391 +2,810	+2%	+$215K	0.81%	38
2025 Q1	$13.9M	Buy	164,581 +50,862	+45%	+$4.56M	0.97%	31
2024 Q4	$10.5M	Buy	113,719 +13,926	+14%	+$1.42M	0.72%	40
2024 Q3	$11M	Buy	99,793 +4,811	+5%	+$468K	0.75%	37
2024 Q2	$8.29M	Sell	94,982 -5,620	-6%	-$525K	0.65%	44
2024 Q1	$10.2M	Buy	100,602 +1,310	+1%	+$127K	0.77%	42
2023 Q4	$9.39M	Buy	+99,292	New	+$8.33M	0.74%	45
2018 Q3	–	Sell	-1,512	Closed	-$89K	–	519
2018 Q2	$89K	Hold	1,512	–	–	0.01%	264
2018 Q1	$86K	Hold	1,512	–	–	0.01%	248
2017 Q4	$82K	Hold	1,512	–	–	0.01%	262
2017 Q3	$90K	Hold	1,512	–	–	0.01%	242
2017 Q2	$91K	Hold	1,512	–	–	0.01%	246
2017 Q1	$76K	Hold	1,512	–	–	0.01%	262
2016 Q4	$66K	Hold	1,512	–	–	0.01%	266
2016 Q3	$68K	Buy	+1,512	New	+$68.8K	0.01%	273

Other funds holding COO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Baldwin Wealth Partners's COO Position: Q4 2025 in Review

Baldwin Wealth Partners sold out of Cooper Companies (COO) in Q4 2025, closing a stake of 25,555 shares — an estimated $1.75M sold.

Baldwin Wealth Partners first reported a position in COO in Q3 2016 and held it in 16 quarters. The position peaked at $13.9M in Q1 2025. 668 funds tracked by Wall St. Rank hold COO as of Q4 2025.

Baldwin Wealth Partners reported no remaining Cooper Companies position as of Q4 2025 after selling out during the quarter.
Baldwin Wealth Partners sold 25,555 Cooper Companies shares in Q4 2025, an estimated $1.75M.
Baldwin Wealth Partners first reported a position in Cooper Companies in Q3 2016 and held it in 16 quarters.
Baldwin Wealth Partners's Cooper Companies position peaked at $13.9M in Q1 2025.
668 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2025.

Based on Baldwin Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.