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 Q3	$71.1K	Buy	1,258 +23	+2%	+$1.57K	0.04%	133
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

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Dynamic Wealth Strategies's COO Position: Q3 2026 in Review

Dynamic Wealth Strategies increased its Cooper Companies (COO) stake by 1.9% in Q3 2026, buying an estimated $1.57K and bringing the position to 1,258 shares worth $71.1K. The position accounts for 0.04% of the portfolio, ranked #133.

Dynamic Wealth Strategies first reported a position in COO in Q4 2023 and has held it in 11 quarters since. The position peaked at $122K in Q4 2025. 110 funds tracked by Wall St. Rank hold COO as of Q3 2026.

Dynamic Wealth Strategies held 1,258 shares of Cooper Companies worth $71.1K as of Q3 2026.
Dynamic Wealth Strategies bought 23 Cooper Companies shares in Q3 2026, an estimated $1.57K.
Cooper Companies made up 0.04% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #133 holding.
Dynamic Wealth Strategies first reported a position in Cooper Companies in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's Cooper Companies position peaked at $122K in Q4 2025.
110 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.