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Forum Financial Management’s Cooper Companies COO Stock Holding History

Forum Financial 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
2025
Q3 		– Sell
-4,913
Closed -$350K – 1018
2025
Q2 		$350K Sell
4,913
-520
-10% -$39.8K 0.01% 576
2025
Q1 		$458K Buy
5,433
+1,593
+41% +$143K 0.01% 407
2024
Q4 		$353K Buy
3,840
+1,988
+107% +$203K 0.01% 522
2024
Q3 		$204K Buy
+1,852
New +$180K ﹤0.01% 716
2024
Q1 		– Sell
-2,128
Closed -$201K – 746
2023
Q4 		$201K Buy
+2,128
New +$179K ﹤0.01% 644
2023
Q3 		– Sell
-2,128
Closed -$204K – 649
2023
Q2 		$204K Buy
+2,128
New +$200K ﹤0.01% 608

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Forum Financial Management's COO Position: Q3 2025 in Review

Forum Financial Management sold out of Cooper Companies (COO) in Q3 2025, closing a stake of 4,913 shares — an estimated $350K sold.

Forum Financial Management first reported a position in COO in Q2 2023 and held it in 6 quarters. The position peaked at $458K in Q1 2025. 632 funds tracked by Wall St. Rank hold COO as of Q3 2025.

  • Forum Financial Management reported no remaining Cooper Companies position as of Q3 2025 after selling out during the quarter.
  • Forum Financial Management sold 4,913 Cooper Companies shares in Q3 2025, an estimated $350K.
  • Forum Financial Management first reported a position in Cooper Companies in Q2 2023 and held it in 6 quarters.
  • Forum Financial Management's Cooper Companies position peaked at $458K in Q1 2025.
  • 632 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.