Blue Trust Inc’s Cooper Companies COO Stock Holding History

Blue Trust Inc’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 Q1	$95.2K	Sell	1,332 -183	-12%	-$14.5K	﹤0.01%	1056
2025 Q4	$124K	Buy	1,515 +185	+14%	+$13.8K	﹤0.01%	959
2025 Q3	$91.2K	Sell	1,330 -32	-2%	-$2.27K	﹤0.01%	1110
2025 Q2	$96.9K	Buy	1,362 +270	+25%	+$20.7K	﹤0.01%	1058
2025 Q1	$92.1K	Buy	1,092 +37	+4%	+$3.31K	﹤0.01%	1027
2024 Q4	$97K	Sell	1,055 -826	-44%	-$84.1K	﹤0.01%	952
2024 Q3	$164K	Buy	1,881 +1,328	+240%	+$129K	﹤0.01%	960
2024 Q2	$56.1K	Buy	553 +293	+113%	+$27.4K	﹤0.01%	1208
2024 Q1	$26.4K	Sell	260 -124	-32%	-$12K	﹤0.01%	1136
2023 Q4	$30K	Buy	384 +136	+55%	+$11.4K	﹤0.01%	1132
2023 Q3	$24K	Buy	248 +192	+343%	+$17.7K	﹤0.01%	1108
2023 Q2	$5K	Sell	56 -132	-70%	-$12.4K	﹤0.01%	1518
2023 Q1	$15K	Buy	188 +60	+47%	+$5.16K	﹤0.01%	1479
2022 Q4	$8K	Buy	128 +104	+433%	+$7.67K	﹤0.01%	1584
2022 Q3	$2K	Sell	24 -28	-54%	-$2.15K	﹤0.01%	1761
2022 Q2	$6K	Buy	+52	New	+$4.6K	﹤0.01%	1373

Other funds holding COO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

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

Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

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

T. Rowe Price Associates

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

Geode Capital Management

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