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Crewe Advisors’s Cooper Companies COO Stock Holding History

Crewe Advisors’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 		– Sell
-15
Closed -$1.23K – 1061
2025
Q4 		$1.23K Buy
+15
New +$1.12K ﹤0.01% 958
2024
Q3 		– Sell
-340
Closed -$29.7K – 769
2024
Q2 		$29.7K Buy
340
+252
+286% +$23.5K ﹤0.01% 476
2024
Q1 		$8.93K Buy
+88
New +$8.51K ﹤0.01% 636
2023
Q2 		– Sell
-80
Closed -$7.47K – 904
2023
Q1 		$7.47K Sell
80
-36
-31% -$3.1K ﹤0.01% 587
2022
Q4 		$9.59K Sell
116
-92
-44% -$6.79K ﹤0.01% 555
2022
Q3 		$14K Buy
208
+28
+16% +$2.15K ﹤0.01% 559
2022
Q2 		$14K Buy
+180
New +$15.9K ﹤0.01% 509

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 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 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

Crewe Advisors's COO Position: Q1 2026 in Review

Crewe Advisors sold out of Cooper Companies (COO) in Q1 2026, closing a stake of 15 shares — an estimated $1.23K sold.

Crewe Advisors first reported a position in COO in Q2 2022 and held it in 7 quarters. The position peaked at $29.7K in Q2 2024. 679 funds tracked by Wall St. Rank hold COO as of Q1 2026.

  • Crewe Advisors reported no remaining Cooper Companies position as of Q1 2026 after selling out during the quarter.
  • Crewe Advisors sold 15 Cooper Companies shares in Q1 2026, an estimated $1.23K.
  • Crewe Advisors first reported a position in Cooper Companies in Q2 2022 and held it in 7 quarters.
  • Crewe Advisors's Cooper Companies position peaked at $29.7K in Q2 2024.
  • 679 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.