CWM
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Congress Wealth Management’s Cooper Companies COO Stock Holding History

Congress Wealth Management’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
2025
Q2 		$10M Sell
140,687
-17,937
-11% -$1.37M 0.1% 246
2025
Q1 		$13.4M Sell
158,624
-492
-0.3% -$44.1K 0.16% 162
2024
Q4 		$14.6M Sell
159,116
-1,907
-1% -$194K 0.2% 145
2024
Q3 		$17.8M Buy
161,023
+455
+0.3% +$44.3K 0.24% 119
2024
Q2 		$14M Buy
160,568
+3,603
+2% +$336K 0.22% 130
2024
Q1 		$15.9M Buy
156,965
+4,769
+3% +$461K 0.28% 100
2023
Q4 		$14.4M Buy
152,196
+2,992
+2% +$251K 0.26% 105
2023
Q3 		$11.9M Buy
149,204
+3,200
+2% +$295K 0.25% 120
2023
Q2 		$14M Sell
146,004
-832
-0.6% -$78K 0.32% 76
2023
Q1 		$13.7M Buy
146,836
+7,124
+5% +$612K 0.33% 67
2022
Q4 		$11.6M Sell
139,712
-496
-0.4% -$36.6K 0.3% 94
2022
Q3 		$9.25M Buy
140,208
+9,720
+7% +$745K 0.25% 122
2022
Q2 		$10.2M Buy
130,488
+1,520
+1% +$135K 0.26% 109
2022
Q1 		$13.5M Buy
128,968
+6,856
+6% +$690K 0.29% 89
2021
Q4 		$12.8M Buy
+122,112
New +$12.4M 0.26% 107

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return