CVA Family Office’s Cooper Companies COO Stock Holding History

CVA Family Office’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	$20.2K	Buy	283 +175	+162%	+$13.8K	﹤0.01%	793
2025 Q4	$8.85K	Buy	108 +28	+35%	+$2.1K	﹤0.01%	817
2025 Q3	$5.49K	Sell	80 -69	-46%	-$4.89K	﹤0.01%	885
2025 Q2	$10.6K	Sell	149 -2	-1%	-$153	﹤0.01%	790
2025 Q1	$12.7K	Buy	151 +33	+28%	+$2.96K	﹤0.01%	760
2024 Q4	$10.8K	Buy	118 +13	+12%	+$1.32K	﹤0.01%	779
2024 Q3	$11.6K	Sell	105 -25	-19%	-$2.43K	﹤0.01%	736
2024 Q2	$11.3K	Buy	130 +30	+30%	+$2.8K	﹤0.01%	724
2024 Q1	$10.1K	Hold	100	–	–	﹤0.01%	743
2023 Q4	$9.46K	Buy	+100	New	+$8.39K	﹤0.01%	728
2023 Q3	–	Sell	-212	Closed	-$20.3K	–	379
2023 Q2	$20.3K	Buy	212 +92	+77%	+$8.63K	﹤0.01%	613
2023 Q1	$11.2K	Buy	120 +20	+20%	+$1.72K	﹤0.01%	677
2022 Q4	$8.27K	Buy	100 +40	+67%	+$2.95K	﹤0.01%	680
2022 Q3	$4K	Sell	60 -240	-80%	-$18.4K	﹤0.01%	733
2022 Q2	$23K	Buy	300 +280	+1,400%	+$24.8K	0.01%	509
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	867
2021 Q4	$2K	Buy	+20	New	+$2.04K	﹤0.01%	828
2021 Q3	–	Sell	-20	Closed	-$2K	–	464
2021 Q2	$2K	Sell	20 -96	-83%	-$9.4K	﹤0.01%	873
2021 Q1	$11K	Buy	+116	New	+$11K	﹤0.01%	508

Other funds holding COO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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