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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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

Bogart Wealth LLC's COO Position: Q1 2026 in Review

Bogart Wealth LLC reduced its Cooper Companies (COO) stake by 22% in Q1 2026, selling an estimated $158 and leaving 7 shares worth $501. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

Bogart Wealth LLC first reported a position in COO in Q3 2017 and has held it in 14 quarters since. The position peaked at $10K in Q3 2019. 675 funds tracked by Wall St. Rank hold COO as of Q1 2026.

Bogart Wealth LLC held 7 shares of Cooper Companies worth $501 as of Q1 2026.
Bogart Wealth LLC sold 2 Cooper Companies shares in Q1 2026, an estimated $158.
Cooper Companies made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1586 holding.
Bogart Wealth LLC first reported a position in Cooper Companies in Q3 2017 and has held it in 14 quarters since.
Bogart Wealth LLC's Cooper Companies position peaked at $10K in Q3 2019.
675 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.