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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
Q2 		– Sell
-3,179
Closed -$227K – 195
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 $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

CM Wealth Advisors's COO Position: Q2 2026 in Review

CM Wealth Advisors sold out of Cooper Companies (COO) in Q2 2026, closing a stake of 3,179 shares — an estimated $227K sold.

CM Wealth Advisors first reported a position in COO in Q1 2023 and held it in 3 quarters. The position peaked at $1.46M in Q1 2023. 677 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • CM Wealth Advisors reported no remaining Cooper Companies position as of Q2 2026 after selling out during the quarter.
  • CM Wealth Advisors sold 3,179 Cooper Companies shares in Q2 2026, an estimated $227K.
  • CM Wealth Advisors first reported a position in Cooper Companies in Q1 2023 and held it in 3 quarters.
  • CM Wealth Advisors's Cooper Companies position peaked at $1.46M in Q1 2023.
  • 677 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.