Evermay Wealth Management’s Cooper Companies COO Stock Holding History

Evermay Wealth Management’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	$87.2K	Hold	1,216	–	–	0.01%	284
2026 Q1	$86.9K	Hold	1,216	–	–	0.01%	269
2025 Q4	$99.7K	Hold	1,216	–	–	0.01%	257
2025 Q3	$83.4K	Sell	1,216 -224	-16%	-$15.9K	0.01%	286
2025 Q2	$102K	Hold	1,440	–	–	0.01%	265
2025 Q1	$121K	Hold	1,440	–	–	0.02%	237
2024 Q4	$132K	Hold	1,440	–	–	0.02%	230
2024 Q3	$159K	Hold	1,440	–	–	0.03%	220
2024 Q2	$126K	Hold	1,440	–	–	0.02%	239
2024 Q1	$146K	Sell	1,440 -4	-0.3%	-$387	0.02%	226
2023 Q4	$137K	Buy	1,444 +4	+0.3%	+$336	0.03%	214
2023 Q3	$114K	Hold	1,440	–	–	0.02%	222
2023 Q2	$138K	Hold	1,440	–	–	0.03%	212
2023 Q1	$134K	Hold	1,440	–	–	0.03%	208
2022 Q4	$119K	Hold	1,440	–	–	0.02%	209
2022 Q3	$95K	Hold	1,440	–	–	0.02%	222
2022 Q2	$113K	Hold	1,440	–	–	0.02%	210
2022 Q1	$150K	Hold	1,440	–	–	0.03%	213
2021 Q4	$151K	Hold	1,440	–	–	0.03%	191
2021 Q3	$149K	Sell	1,440 -500	-26%	-$53.3K	0.03%	188
2021 Q2	$192K	Buy	+1,940	New	+$190K	0.04%	175

Other funds holding COO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Evermay Wealth Management's COO Position: Q2 2026 in Review

Evermay Wealth Management held its Cooper Companies (COO) position steady in Q2 2026 at 1,216 shares worth $87.2K. The position accounts for 0.01% of the portfolio, ranked #284.

Evermay Wealth Management first reported a position in COO in Q2 2021 and has held it in 21 quarters since. The position peaked at $192K in Q2 2021. 672 funds tracked by Wall St. Rank hold COO as of Q2 2026.

Evermay Wealth Management held 1,216 shares of Cooper Companies worth $87.2K as of Q2 2026.
Evermay Wealth Management left its Cooper Companies share count unchanged in Q2 2026.
Cooper Companies made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #284 holding.
Evermay Wealth Management first reported a position in Cooper Companies in Q2 2021 and has held it in 21 quarters since.
Evermay Wealth Management's Cooper Companies position peaked at $192K in Q2 2021.
672 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.