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CM Wealth Advisors’s Cooper Companies COO Stock Holding History

CM Wealth 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
Q1 		$227K Hold
3,179
– – 0.05% 133
2025
Q4 		$261K Buy
+3,179
New +$238K 0.06% 124
2023
Q2 		– Sell
-15,540
Closed -$1.46M – 224
2023
Q1 		$1.46M Buy
+15,540
New +$1.34M 0.28% 81

Other funds holding COO

BlackRock
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BW
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

CM Wealth Advisors's COO Position: Q1 2026 in Review

CM Wealth Advisors held its Cooper Companies (COO) position steady in Q1 2026 at 3,179 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #133.

CM Wealth Advisors first reported a position in COO in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.46M in Q1 2023. 675 funds tracked by Wall St. Rank hold COO as of Q1 2026.

  • CM Wealth Advisors held 3,179 shares of Cooper Companies worth $227K as of Q1 2026.
  • CM Wealth Advisors left its Cooper Companies share count unchanged in Q1 2026.
  • Cooper Companies made up 0.05% of CM Wealth Advisors's portfolio in Q1 2026, its #133 holding.
  • CM Wealth Advisors first reported a position in Cooper Companies in Q1 2023 and has held it in 3 quarters since.
  • CM Wealth Advisors's Cooper Companies position peaked at $1.46M in Q1 2023.
  • 675 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.