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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
Q2 		$10.1K Buy
143
+11
+8% +$719 ﹤0.01% 888
2026
Q1 		$8.09K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cornerstone Planning Group's COO Position: Q2 2026 in Review

Cornerstone Planning Group increased its Cooper Companies (COO) stake by 8.3% in Q2 2026, buying an estimated $719 and bringing the position to 143 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Cornerstone Planning Group first reported a position in COO in Q2 2024 and has held it in 9 quarters since. 677 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Cornerstone Planning Group held 143 shares of Cooper Companies worth $10.1K as of Q2 2026.
  • Cornerstone Planning Group bought 11 Cooper Companies shares in Q2 2026, an estimated $719.
  • Cooper Companies made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #888 holding.
  • Cornerstone Planning Group first reported a position in Cooper Companies in Q2 2024 and has held it in 9 quarters since.
  • 677 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.