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Concurrent Investment Advisors’s Cooper Companies COO Stock Holding History

Concurrent Investment 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 		$459K Buy
+6,395
New +$418K ﹤0.01% 1452
2026
Q1 		– Sell
-4,408
Closed -$361K – 1957
2025
Q4 		$361K Buy
+4,408
New +$330K ﹤0.01% 1292

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

Concurrent Investment Advisors's COO Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Cooper Companies (COO) in Q2 2026: 6,395 shares worth $459K. The stake represents ﹤0.01% of the portfolio and ranks #1452 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in COO as recently as Q4 2025.

Concurrent Investment Advisors first reported a position in COO in Q4 2025 and has held it in 2 quarters since. 675 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Concurrent Investment Advisors held 6,395 shares of Cooper Companies worth $459K as of Q2 2026.
  • Cooper Companies was a new Concurrent Investment Advisors position in Q2 2026.
  • Cooper Companies made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1452 holding.
  • Concurrent Investment Advisors first reported a position in Cooper Companies in Q4 2025 and has held it in 2 quarters since.
  • 675 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.