Envestnet Portfolio Solutions
COO icon

Envestnet Portfolio Solutions’s Cooper Companies COO Stock Holding History

Envestnet Portfolio Solutions’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 		$530K Sell
7,418
-1,840
-20% -$146K ﹤0.01% 874
2025
Q4 		$759K Sell
9,258
-802
-8% -$60K ﹤0.01% 877
2025
Q3 		$690K Sell
10,060
-16,321
-62% -$1.16M ﹤0.01% 894
2025
Q2 		$1.88M Sell
26,381
-543
-2% -$41.6K 0.01% 581
2025
Q1 		$2.27M Sell
26,924
-5,412
-17% -$485K 0.01% 547
2024
Q4 		$2.97M Sell
32,336
-1,818
-5% -$185K 0.01% 540
2024
Q3 		$3.77M Sell
34,154
-1,079
-3% -$105K 0.01% 472
2024
Q2 		$3.08M Buy
35,233
+10,616
+43% +$991K 0.01% 504
2024
Q1 		$2.5M Buy
24,617
+1,929
+9% +$187K 0.01% 571
2023
Q4 		$2.15M Buy
22,688
+900
+4% +$75.5K 0.01% 574
2023
Q3 		$1.73M Buy
+21,788
New +$2.01M 0.01% 583

Other funds holding COO

BlackRock
BlackRock New York $5.7T 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