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EverSource Wealth Advisors’s Cooper Companies COO Stock Holding History

EverSource 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 		$418K Buy
5,825
+528
+10% +$34.5K 0.01% 632
2026
Q1 		$379K Buy
5,297
+601
+13% +$47.6K 0.01% 735
2025
Q4 		$385K Buy
4,696
+66
+1% +$4.94K 0.01% 636
2025
Q3 		$317K Sell
4,630
-1,163
-20% -$82.4K 0.01% 703
2025
Q2 		$412K Sell
5,793
-724
-11% -$55.4K 0.02% 527
2025
Q1 		$550K Buy
6,517
+220
+3% +$19.7K 0.03% 362
2024
Q4 		$579K Buy
6,297
+518
+9% +$52.8K 0.03% 340
2024
Q3 		$638K Buy
5,779
+168
+3% +$16.4K 0.04% 289
2024
Q2 		$524K Buy
5,611
+264
+5% +$24.6K 0.03% 303
2024
Q1 		$476K Buy
5,347
+459
+9% +$44.4K 0.04% 275
2023
Q4 		$463K Buy
4,888
+92
+2% +$7.72K 0.04% 257
2023
Q3 		$381K Sell
4,796
-128
-3% -$11.8K 0.04% 260
2023
Q2 		$472K Sell
4,924
-48
-1% -$4.5K 0.05% 234
2023
Q1 		$464K Sell
4,972
-40
-0.8% -$3.44K 0.06% 223
2022
Q4 		$414K Sell
5,012
-2,416
-33% -$178K 0.06% 225
2022
Q3 		$490K Sell
7,428
-412
-5% -$31.6K 0.11% 178
2022
Q2 		$614K Buy
7,840
+332
+4% +$29.4K 0.16% 120
2022
Q1 		$784K Buy
7,508
+4,028
+116% +$405K 0.2% 100
2021
Q4 		$365K Buy
+3,480
New +$354K 0.1% 154

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

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

EverSource Wealth Advisors increased its Cooper Companies (COO) stake by 10% in Q2 2026, buying an estimated $34.5K and bringing the position to 5,825 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #632.

EverSource Wealth Advisors first reported a position in COO in Q4 2021 and has held it in 19 quarters since. The position peaked at $784K in Q1 2022. 672 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • EverSource Wealth Advisors held 5,825 shares of Cooper Companies worth $418K as of Q2 2026.
  • EverSource Wealth Advisors bought 528 Cooper Companies shares in Q2 2026, an estimated $34.5K.
  • Cooper Companies made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #632 holding.
  • EverSource Wealth Advisors first reported a position in Cooper Companies in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Cooper Companies position peaked at $784K in Q1 2022.
  • 672 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.