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Dynamic Wealth Strategies’s Cooper Companies COO Stock Holding History

Dynamic Wealth Strategies’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 		$88.6K Sell
1,235
-40
-3% -$2.62K 0.05% 126
2026
Q1 		$91.2K Sell
1,275
-211
-14% -$16.7K 0.05% 126
2025
Q4 		$122K Buy
1,486
+7
+0.5% +$524 0.07% 106
2025
Q3 		$101K Buy
1,479
+1,026
+226% +$72.7K 0.07% 104
2025
Q2 		$32.2K Sell
453
-26
-5% -$1.99K 0.02% 141
2025
Q1 		$40.4K Buy
+479
New +$42.9K 0.03% 133
2024
Q4 		– Sell
-683
Closed -$75K – 100
2024
Q3 		$75K Sell
683
-14
-2% -$1.36K 0.06% 110
2024
Q2 		$61K Buy
697
+9
+1% +$840 0.05% 116
2024
Q1 		$70K Sell
688
-244
-26% -$23.6K 0.06% 112
2023
Q4 		$88.2K Buy
+932
New +$78.2K 0.08% 100

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

Dynamic Wealth Strategies's COO Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its Cooper Companies (COO) stake by 3.1% in Q2 2026, selling an estimated $2.62K and leaving 1,235 shares worth $88.6K. The position accounts for 0.05% of the portfolio, ranked #126.

Dynamic Wealth Strategies first reported a position in COO in Q4 2023 and has held it in 10 quarters since. The position peaked at $122K in Q4 2025. 677 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Dynamic Wealth Strategies held 1,235 shares of Cooper Companies worth $88.6K as of Q2 2026.
  • Dynamic Wealth Strategies sold 40 Cooper Companies shares in Q2 2026, an estimated $2.62K.
  • Cooper Companies made up 0.05% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #126 holding.
  • Dynamic Wealth Strategies first reported a position in Cooper Companies in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Cooper Companies position peaked at $122K in Q4 2025.
  • 677 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.