CT
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Clearstead Trust’s Cooper Companies COO Stock Holding History

Clearstead Trust’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 		– Sell
-1,240
Closed -$102K – 997
2025
Q4 		$102K Buy
1,240
+1,224
+7,650% +$91.6K 0.02% 249
2025
Q3 		$1.1K Sell
16
-115
-88% -$8.14K ﹤0.01% 1190
2025
Q2 		$9.33K Sell
131
-106
-45% -$8.12K ﹤0.01% 608
2025
Q1 		$20K Sell
237
-115
-33% -$10.3K ﹤0.01% 354
2024
Q4 		$32.4K Hold
352
– – 0.01% 289
2024
Q3 		$38.8K Hold
352
– – 0.01% 260
2024
Q2 		$30.7K Hold
352
– – 0.01% 281
2024
Q1 		$35.7K Buy
+352
New +$34.1K 0.01% 263

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Trust's COO Position: Q1 2026 in Review

Clearstead Trust sold out of Cooper Companies (COO) in Q1 2026, closing a stake of 1,240 shares — an estimated $102K sold.

Clearstead Trust first reported a position in COO in Q1 2024 and held it in 8 quarters. The position peaked at $102K in Q4 2025. 679 funds tracked by Wall St. Rank hold COO as of Q1 2026.

  • Clearstead Trust reported no remaining Cooper Companies position as of Q1 2026 after selling out during the quarter.
  • Clearstead Trust sold 1,240 Cooper Companies shares in Q1 2026, an estimated $102K.
  • Clearstead Trust first reported a position in Cooper Companies in Q1 2024 and held it in 8 quarters.
  • Clearstead Trust's Cooper Companies position peaked at $102K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.