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 Q2	$1.7M	Sell	24,242 -13,061	-35%	-$854K	0.03%	459
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Diversify Wealth Management's COO Position: Q2 2026 in Review

Diversify Wealth Management reduced its Cooper Companies (COO) stake by 35% in Q2 2026, selling an estimated $854K and leaving 24,242 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #459.

Diversify Wealth Management first reported a position in COO in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.29M in Q1 2026. 678 funds tracked by Wall St. Rank hold COO as of Q2 2026.

Diversify Wealth Management held 24,242 shares of Cooper Companies worth $1.7M as of Q2 2026.
Diversify Wealth Management sold 13,061 Cooper Companies shares in Q2 2026, an estimated $854K.
Cooper Companies made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #459 holding.
Diversify Wealth Management first reported a position in Cooper Companies in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Cooper Companies position peaked at $2.29M in Q1 2026.
678 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.