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Clearstead Advisors’s Cooper Companies COO Stock Holding History

Clearstead 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 		$180K Buy
2,513
+1,188
+90% +$77.7K ﹤0.01% 1092
2026
Q1 		$94.7K Buy
1,325
+1,079
+439% +$85.4K ﹤0.01% 1144
2025
Q4 		$20.2K Buy
246
+43
+21% +$3.22K ﹤0.01% 1706
2025
Q3 		$13.9K Sell
203
-491
-71% -$34.8K ﹤0.01% 1806
2025
Q2 		$49.4K Sell
694
-11
-2% -$842 ﹤0.01% 1299
2025
Q1 		$59.5K Sell
705
-3,000
-81% -$269K ﹤0.01% 1131
2024
Q4 		$341K Sell
3,705
-94
-2% -$9.58K 0.01% 680
2024
Q3 		$419K Buy
3,799
+3
+0.1% +$292 0.01% 615
2024
Q2 		$331K Buy
3,796
+3,323
+703% +$310K 0.01% 646
2024
Q1 		$43.9K Sell
473
-31
-6% -$3K ﹤0.01% 795
2023
Q4 		$47.7K Buy
504
+56
+13% +$4.7K ﹤0.01% 745
2023
Q3 		$35.6K Buy
448
+40
+10% +$3.69K ﹤0.01% 781
2023
Q2 		$39.1K Sell
408
-28
-6% -$2.63K ﹤0.01% 776
2023
Q1 		$40.7K Sell
436
-4
-0.9% -$344 ﹤0.01% 706
2022
Q4 		$36.4K Buy
440
+8
+2% +$590 ﹤0.01% 679
2022
Q3 		$29K Buy
432
+20
+5% +$1.53K ﹤0.01% 705
2022
Q2 		$32K Buy
412
+72
+21% +$6.37K ﹤0.01% 710
2022
Q1 		$35K Hold
340
– – ﹤0.01% 749
2021
Q4 		$36K Hold
340
– – ﹤0.01% 711
2021
Q3 		$35K Sell
340
-32
-9% -$3.41K ﹤0.01% 668
2021
Q2 		$37K Buy
372
+32
+9% +$3.13K ﹤0.01% 602
2021
Q1 		$33K Hold
340
– – ﹤0.01% 592
2020
Q4 		$31K Sell
340
-60
-15% -$5.15K ﹤0.01% 572
2020
Q3 		$34K Hold
400
– – ﹤0.01% 517
2020
Q2 		$28K Hold
400
– – ﹤0.01% 491
2020
Q1 		$28K Buy
+400
New +$32.6K ﹤0.01% 467

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

Clearstead Advisors's COO Position: Q2 2026 in Review

Clearstead Advisors increased its Cooper Companies (COO) stake by 90% in Q2 2026, buying an estimated $77.7K and bringing the position to 2,513 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Clearstead Advisors first reported a position in COO in Q1 2020 and has held it in 26 quarters since. The position peaked at $419K in Q3 2024. 677 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Clearstead Advisors held 2,513 shares of Cooper Companies worth $180K as of Q2 2026.
  • Clearstead Advisors bought 1,188 Cooper Companies shares in Q2 2026, an estimated $77.7K.
  • Cooper Companies made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1092 holding.
  • Clearstead Advisors first reported a position in Cooper Companies in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Cooper Companies position peaked at $419K in Q3 2024.
  • 677 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.