Bogart Wealth LLC’s Cooper Companies COO Stock Holding History

Bogart Wealth LLC’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	$6.67K	Buy	93 +86	+1,229%	+$5.62K	﹤0.01%	1124
2026 Q1	$501	Sell	7 -2	-22%	-$158	﹤0.01%	1586
2025 Q4	$738	Buy	9 +7	+350%	+$524	﹤0.01%	1375
2025 Q3	$137	Buy	+2	New	+$142	﹤0.01%	1496
2025 Q2	–	Sell	-6	Closed	-$506	–	1465
2025 Q1	$506	Buy	+6	New	+$538	﹤0.01%	1275
2022 Q4	–	Sell	-100	Closed	-$7K	–	1081
2022 Q3	$7K	Buy	+100	New	+$7.66K	﹤0.01%	621
2019 Q4	–	Sell	-136	Closed	-$10.3K	–	393
2019 Q3	$10K	Buy	136 +16	+13%	+$1.29K	﹤0.01%	255
2019 Q2	$10K	Hold	120	–	–	0.01%	237
2019 Q1	$8K	Hold	120	–	–	﹤0.01%	249
2018 Q4	$7K	Buy	120 +20	+20%	+$1.29K	﹤0.01%	257
2018 Q3	$7K	Hold	100	–	–	﹤0.01%	245
2018 Q2	$5K	Sell	100 -40	-29%	-$2.29K	﹤0.01%	274
2018 Q1	$8K	Hold	140	–	–	﹤0.01%	247
2017 Q4	$8K	Hold	140	–	–	0.01%	246
2017 Q3	$8K	Buy	+140	New	+$8.56K	0.01%	242

Other funds holding COO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bogart Wealth LLC's COO Position: Q2 2026 in Review

Bogart Wealth LLC increased its Cooper Companies (COO) stake by 1,229% in Q2 2026, buying an estimated $5.62K and bringing the position to 93 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Bogart Wealth LLC first reported a position in COO in Q3 2017 and has held it in 15 quarters since. The position peaked at $10K in Q3 2019. 678 funds tracked by Wall St. Rank hold COO as of Q2 2026.

Bogart Wealth LLC held 93 shares of Cooper Companies worth $6.67K as of Q2 2026.
Bogart Wealth LLC bought 86 Cooper Companies shares in Q2 2026, an estimated $5.62K.
Cooper Companies made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1124 holding.
Bogart Wealth LLC first reported a position in Cooper Companies in Q3 2017 and has held it in 15 quarters since.
Bogart Wealth LLC's Cooper Companies position peaked at $10K in Q3 2019.
678 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.