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Diversify Wealth Management’s Cooper Companies COO Stock Holding History

Diversify Wealth Management’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 		$2.29M Buy
37,303
+14,743
+65% +$1.17M 0.04% 341
2025
Q4 		$1.84M Sell
22,560
-3,612
-14% -$270K 0.09% 221
2025
Q3 		$1.83M Buy
26,172
+940
+4% +$66.6K 0.11% 190
2025
Q2 		$1.83M Buy
25,232
+3,909
+18% +$299K 0.11% 188
2025
Q1 		$1.75M Buy
21,323
+3,534
+20% +$317K 0.13% 178
2024
Q4 		$1.61M Buy
17,789
+3,880
+28% +$395K 0.13% 174
2024
Q3 		$1.46M Buy
13,909
+941
+7% +$91.6K 0.14% 158
2024
Q2 		$1.19M Buy
+12,968
New +$1.21M 0.15% 147

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

Diversify Wealth Management's COO Position: Q1 2026 in Review

Diversify Wealth Management increased its Cooper Companies (COO) stake by 65% in Q1 2026, buying an estimated $1.17M and bringing the position to 37,303 shares worth $2.29M. The position accounts for 0.04% of the portfolio, ranked #341.

Diversify Wealth Management first reported a position in COO in Q2 2024 and has held it in 8 quarters since. 675 funds tracked by Wall St. Rank hold COO as of Q1 2026.

  • Diversify Wealth Management held 37,303 shares of Cooper Companies worth $2.29M as of Q1 2026.
  • Diversify Wealth Management bought 14,743 Cooper Companies shares in Q1 2026, an estimated $1.17M.
  • Cooper Companies made up 0.04% of Diversify Wealth Management's portfolio in Q1 2026, its #341 holding.
  • Diversify Wealth Management first reported a position in Cooper Companies in Q2 2024 and has held it in 8 quarters since.
  • 675 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.