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Evolve Private Wealth’s Cooper Companies COO Stock Holding History

Evolve Private Wealth’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 		$648K Buy
9,035
+4,470
+98% +$292K 0.04% 424
2026
Q1 		$326K Buy
4,565
+1,536
+51% +$122K 0.02% 751
2025
Q4 		$248K Buy
+3,029
New +$227K 0.01% 796

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

Evolve Private Wealth's COO Position: Q2 2026 in Review

Evolve Private Wealth increased its Cooper Companies (COO) stake by 98% in Q2 2026, buying an estimated $292K and bringing the position to 9,035 shares worth $648K. The position accounts for 0.04% of the portfolio, ranked #424.

Evolve Private Wealth first reported a position in COO in Q4 2025 and has held it in 3 quarters since. 672 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Evolve Private Wealth held 9,035 shares of Cooper Companies worth $648K as of Q2 2026.
  • Evolve Private Wealth bought 4,470 Cooper Companies shares in Q2 2026, an estimated $292K.
  • Cooper Companies made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #424 holding.
  • Evolve Private Wealth first reported a position in Cooper Companies in Q4 2025 and has held it in 3 quarters since.
  • 672 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

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