GI
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Gradient Investments’s Cooper Companies COO Stock Holding History

Gradient Investments’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
Q3 		$1.76M Sell
31,067
-762
-2% -$52.1K 0.03% 274
2026
Q2 		$2.28M Sell
31,829
-9,102
-22% -$595K 0.03% 255
2026
Q1 		$2.93M Buy
+40,931
New +$3.24M 0.05% 223
2024
Q3 		– Sell
-8
Closed -$698 – 494
2024
Q2 		$698 Buy
+8
New +$747 ﹤0.01% 1141
2024
Q1 		– Sell
-28
Closed -$2.65K – 1353
2023
Q4 		$2.65K Hold
28
– – ﹤0.01% 1152
2023
Q3 		$2.23K Buy
28
+16
+133% +$1.47K ﹤0.01% 1151
2023
Q2 		$1.15K Sell
12
-16
-57% -$1.5K ﹤0.01% 1317
2023
Q1 		$2.61K Buy
+28
New +$2.41K ﹤0.01% 1074
2022
Q3 		– Sell
-40
Closed -$3K – 1369
2022
Q2 		$3K Buy
+40
New +$3.54K ﹤0.01% 971
2018
Q1 		– Sell
-16
Closed -$1K – 1025
2017
Q4 		$1K Buy
+16
New +$936 ﹤0.01% 879

Other funds holding COO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Gradient Investments's COO Position: Q3 2026 in Review

Gradient Investments reduced its Cooper Companies (COO) stake by 2.4% in Q3 2026, selling an estimated $52.1K and leaving 31,067 shares worth $1.76M. The position accounts for 0.03% of the portfolio, ranked #274.

Gradient Investments first reported a position in COO in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.93M in Q1 2026. 17 funds tracked by Wall St. Rank hold COO as of Q3 2026.

  • Gradient Investments held 31,067 shares of Cooper Companies worth $1.76M as of Q3 2026.
  • Gradient Investments sold 762 Cooper Companies shares in Q3 2026, an estimated $52.1K.
  • Cooper Companies made up 0.03% of Gradient Investments's portfolio in Q3 2026, its #274 holding.
  • Gradient Investments first reported a position in Cooper Companies in Q4 2017 and has held it in 10 quarters since.
  • Gradient Investments's Cooper Companies position peaked at $2.93M in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.