Corient Private Wealth’s Cooper Companies COO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.61M Buy
36,394
+13,127
+56% +$858K ﹤0.01% 1221
2026
Q1
$1.65M Buy
23,267
+3,680
+19% +$291K ﹤0.01% 1369
2025
Q4
$1.61M Sell
19,587
-2,374
-11% -$178K ﹤0.01% 1261
2025
Q3
$1.51M Sell
21,961
-27,357
-55% -$1.94M ﹤0.01% 1206
2025
Q2
$3.51M Sell
49,318
-8,099
-14% -$620K ﹤0.01% 820
2025
Q1
$4.84M Sell
57,417
-40,188
-41% -$3.6M 0.01% 691
2024
Q4
$8.97M Sell
97,605
-23,538
-19% -$2.4M 0.01% 540
2024
Q3
$13.4M Buy
121,143
+79,710
+192% +$7.76M 0.02% 492
2024
Q2
$3.62M Buy
41,433
+16,221
+64% +$1.51M 0.01% 804
2024
Q1
$2.56M Buy
25,212
+1,316
+6% +$127K ﹤0.01% 919
2023
Q4
$2.26M Buy
23,896
+1,216
+5% +$102K ﹤0.01% 947
2023
Q3
$1.8M Buy
22,680
+7,604
+50% +$701K ﹤0.01% 956
2023
Q2
$1.44M Sell
15,076
-1,012
-6% -$94.9K ﹤0.01% 1017
2023
Q1
$1.5M Buy
16,088
+8,396
+109% +$722K ﹤0.01% 943
2022
Q4
$635K Buy
+7,692
New +$567K ﹤0.01% 1067

Other funds holding COO

Corient Private Wealth's COO Position: Q2 2026 in Review

Corient Private Wealth increased its Cooper Companies (COO) stake by 56% in Q2 2026, buying an estimated $858K and bringing the position to 36,394 shares worth $2.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Corient Private Wealth first reported a position in COO in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.4M in Q3 2024. 678 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Corient Private Wealth held 36,394 shares of Cooper Companies worth $2.61M as of Q2 2026.
  • Corient Private Wealth bought 13,127 Cooper Companies shares in Q2 2026, an estimated $858K.
  • Cooper Companies made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1221 holding.
  • Corient Private Wealth first reported a position in Cooper Companies in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Cooper Companies position peaked at $13.4M in Q3 2024.
  • 678 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.