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Basecamp Wealth Advisors’s Cooper Companies COO Stock Holding History

Basecamp 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
2026
Q2 		$88.1K Sell
1,229
-328
-21% -$21.4K 0.02% 419
2026
Q1 		$111K Buy
1,557
+268
+21% +$21.2K 0.02% 373
2025
Q4 		$106K Buy
+1,289
New +$96.5K 0.02% 367

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

Basecamp Wealth Advisors's COO Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Cooper Companies (COO) stake by 21% in Q2 2026, selling an estimated $21.4K and leaving 1,229 shares worth $88.1K. The position accounts for 0.02% of the portfolio, ranked #419.

Basecamp Wealth Advisors first reported a position in COO in Q4 2025 and has held it in 3 quarters since. The position peaked at $111K in Q1 2026. 672 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Basecamp Wealth Advisors held 1,229 shares of Cooper Companies worth $88.1K as of Q2 2026.
  • Basecamp Wealth Advisors sold 328 Cooper Companies shares in Q2 2026, an estimated $21.4K.
  • Cooper Companies made up 0.02% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #419 holding.
  • Basecamp Wealth Advisors first reported a position in Cooper Companies in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Cooper Companies position peaked at $111K in Q1 2026.
  • 672 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.