Corient Private Wealth
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Corient Private Wealth’s Cooper Companies COO Stock Holding History

Corient Private Wealth’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
Q1 		$1.65M Sell
23,267
-22,019
-49% -$1.74M ﹤0.01% 1369
2025
Q4 		$3.24M Buy
45,286
+23,325
+106% +$1.75M ﹤0.01% 1264
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 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 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

Corient Private Wealth's COO Position: Q1 2026 in Review

Corient Private Wealth reduced its Cooper Companies (COO) stake by 49% in Q1 2026, selling an estimated $1.74M and leaving 23,267 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Corient Private Wealth first reported a position in COO in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.4M in Q3 2024. 675 funds tracked by Wall St. Rank hold COO as of Q1 2026.

  • Corient Private Wealth held 23,267 shares of Cooper Companies worth $1.65M as of Q1 2026.
  • Corient Private Wealth sold 22,019 Cooper Companies shares in Q1 2026, an estimated $1.74M.
  • Cooper Companies made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1369 holding.
  • Corient Private Wealth first reported a position in Cooper Companies in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Cooper Companies position peaked at $13.4M in Q3 2024.
  • 675 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.