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
Q2 		$506K Sell
7,052
-366
-5% -$23.9K ﹤0.01% 986
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 $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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's COO Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Cooper Companies (COO) stake by 4.9% in Q2 2026, selling an estimated $23.9K and leaving 7,052 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Envestnet Portfolio Solutions first reported a position in COO in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.77M in Q3 2024. 678 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Envestnet Portfolio Solutions held 7,052 shares of Cooper Companies worth $506K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 366 Cooper Companies shares in Q2 2026, an estimated $23.9K.
  • Cooper Companies made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #986 holding.
  • Envestnet Portfolio Solutions first reported a position in Cooper Companies in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Cooper Companies position peaked at $3.77M in Q3 2024.
  • 678 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.