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HB Wealth Management’s Cooper Companies COO Stock Holding History

HB 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 		$710K Buy
9,895
+2,775
+39% +$181K ﹤0.01% 931
2026
Q1 		$509K Buy
7,120
+2,985
+72% +$236K ﹤0.01% 971
2025
Q4 		$339K Buy
4,135
+659
+19% +$49.3K ﹤0.01% 1081
2025
Q3 		$238K Buy
+3,476
New +$246K ﹤0.01% 1187
2025
Q1 		– Sell
-2,913
Closed -$268K – 1237
2024
Q4 		$268K Buy
2,913
+565
+24% +$57.6K ﹤0.01% 853
2024
Q3 		$259K Sell
2,348
-177
-7% -$17.2K ﹤0.01% 808
2024
Q2 		$220K Buy
+2,525
New +$236K ﹤0.01% 818

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

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

HB Wealth Management increased its Cooper Companies (COO) stake by 39% in Q2 2026, buying an estimated $181K and bringing the position to 9,895 shares worth $710K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

HB Wealth Management first reported a position in COO in Q2 2024 and has held it in 7 quarters since. 672 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • HB Wealth Management held 9,895 shares of Cooper Companies worth $710K as of Q2 2026.
  • HB Wealth Management bought 2,775 Cooper Companies shares in Q2 2026, an estimated $181K.
  • Cooper Companies made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #931 holding.
  • HB Wealth Management first reported a position in Cooper Companies in Q2 2024 and has held it in 7 quarters since.
  • 672 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.