CWM
COO icon

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 0.25% 107

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Wealth Management's COO Position: Q2 2025 in Review

Congress Wealth Management reduced its Cooper Companies (COO) stake by 11% in Q2 2025, selling an estimated $1.37M and leaving 140,687 shares worth $10M. The position accounts for 0.1% of the portfolio, ranked #246.

Congress Wealth Management first reported a position in COO in Q4 2021 and has held it in 15 quarters since. The position peaked at $17.8M in Q3 2024. 628 funds tracked by Wall St. Rank hold COO as of Q2 2025.

  • Congress Wealth Management held 140,687 shares of Cooper Companies worth $10M as of Q2 2025.
  • Congress Wealth Management sold 17,937 Cooper Companies shares in Q2 2025, an estimated $1.37M.
  • Cooper Companies made up 0.1% of Congress Wealth Management's portfolio in Q2 2025, its #246 holding.
  • Congress Wealth Management first reported a position in Cooper Companies in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Cooper Companies position peaked at $17.8M in Q3 2024.
  • 628 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.