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EP Wealth Advisors’s Cooper Companies COO Stock Holding History

EP Wealth Advisors’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 		$676K Buy
9,432
+1,032
+12% +$67.5K ﹤0.01% 893
2026
Q1 		$601K Buy
8,400
+172
+2% +$13.6K ﹤0.01% 826
2025
Q4 		$674K Buy
+8,228
New +$616K ﹤0.01% 740
2025
Q2 		$645K Sell
9,063
-3,237
-26% -$248K ﹤0.01% 686
2025
Q1 		$1.04M Buy
12,300
+7,862
+177% +$704K 0.01% 491
2024
Q4 		$408K Buy
4,438
+194
+5% +$19.8K ﹤0.01% 758
2024
Q3 		$468K Sell
4,244
-98
-2% -$9.54K ﹤0.01% 712
2024
Q2 		$379K Sell
4,342
-60
-1% -$5.6K ﹤0.01% 596
2024
Q1 		$447K Buy
4,402
+114
+3% +$11K 0.01% 534
2023
Q4 		$406K Buy
+4,288
New +$360K 0.01% 541

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

EP Wealth Advisors's COO Position: Q2 2026 in Review

EP Wealth Advisors increased its Cooper Companies (COO) stake by 12% in Q2 2026, buying an estimated $67.5K and bringing the position to 9,432 shares worth $676K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

EP Wealth Advisors first reported a position in COO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.04M in Q1 2025. 677 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • EP Wealth Advisors held 9,432 shares of Cooper Companies worth $676K as of Q2 2026.
  • EP Wealth Advisors bought 1,032 Cooper Companies shares in Q2 2026, an estimated $67.5K.
  • Cooper Companies made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #893 holding.
  • EP Wealth Advisors first reported a position in Cooper Companies in Q4 2023 and has held it in 10 quarters since.
  • EP Wealth Advisors's Cooper Companies position peaked at $1.04M in Q1 2025.
  • 677 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.