Cornerstone Planning Group
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Cornerstone Planning Group’s Cooper Companies COO Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-143
Closed -$10.1K – 472
2026
Q2 		$10.1K Buy
143
+11
+8% +$719 ﹤0.01% 888
2026
Q1 		$8.08K Buy
132
+23
+21% +$1.82K ﹤0.01% 957
2025
Q4 		$8.77K Buy
109
+6
+6% +$449 ﹤0.01% 838
2025
Q3 		$7.22K Buy
103
+3
+3% +$212 ﹤0.01% 851
2025
Q2 		$6.96K Sell
100
-10
-9% -$766 ﹤0.01% 643
2025
Q1 		$8.89K Buy
110
+101
+1,122% +$9.05K ﹤0.01% 604
2024
Q4 		$895 Hold
9
– – ﹤0.01% 978
2024
Q3 		$941 Buy
9
+5
+125% +$487 ﹤0.01% 949
2024
Q2 		$366 Buy
+4
New +$373 ﹤0.01% 1116

Other funds holding COO

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Cornerstone Planning Group's COO Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Cooper Companies (COO) in Q3 2026, closing a stake of 143 shares — an estimated $10.1K sold.

Cornerstone Planning Group first reported a position in COO in Q2 2024 and held it in 9 quarters. The position peaked at $10.1K in Q2 2026. 110 funds tracked by Wall St. Rank hold COO as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Cooper Companies position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 143 Cooper Companies shares in Q3 2026, an estimated $10.1K.
  • Cornerstone Planning Group first reported a position in Cooper Companies in Q2 2024 and held it in 9 quarters.
  • Cornerstone Planning Group's Cooper Companies position peaked at $10.1K in Q2 2026.
  • 110 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.