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Elevation Wealth Partners’s Cooper Companies COO Stock Holding History

Elevation Wealth Partners’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 		$5.09K Sell
90
-318
-78% -$21.7K ﹤0.01% 1096
2026
Q2 		$29.3K Buy
408
+375
+1,136% +$24.5K 0.01% 456
2026
Q1 		$2.36K Buy
33
+24
+267% +$1.9K ﹤0.01% 875
2025
Q4 		$738 Buy
+9
New +$674 ﹤0.01% 886

Other funds holding COO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Elevation Wealth Partners's COO Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Cooper Companies (COO) stake by 78% in Q3 2026, selling an estimated $21.7K and leaving 90 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Elevation Wealth Partners first reported a position in COO in Q4 2025 and has held it in 4 quarters since. The position peaked at $29.3K in Q2 2026. 17 funds tracked by Wall St. Rank hold COO as of Q3 2026.

  • Elevation Wealth Partners held 90 shares of Cooper Companies worth $5.09K as of Q3 2026.
  • Elevation Wealth Partners sold 318 Cooper Companies shares in Q3 2026, an estimated $21.7K.
  • Cooper Companies made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1096 holding.
  • Elevation Wealth Partners first reported a position in Cooper Companies in Q4 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Cooper Companies position peaked at $29.3K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.