HFO
COO icon

Heritage Family Offices’s Cooper Companies COO Stock Holding History

Heritage Family Offices’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 		– Sell
-2,867
Closed -$205K – 239
2026
Q1 		$205K Sell
2,867
-3,263
-53% -$258K 0.09% 190
2025
Q4 		$502K Sell
6,130
-495
-7% -$37.1K 0.23% 98
2025
Q3 		$454K Sell
6,625
-34
-0.5% -$2.41K 0.21% 100
2025
Q2 		$558K Hold
6,659
– – 0.28% 86
2025
Q1 		$562K Buy
6,659
+1,674
+34% +$150K 0.29% 86
2024
Q4 		$458K Buy
4,985
+19
+0.4% +$1.94K 0.23% 92
2024
Q3 		$548K Buy
4,966
+35
+0.7% +$3.41K 0.28% 76
2024
Q2 		$430K Buy
+4,931
New +$460K 0.24% 87

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 $3.38T AUM 44.17% 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

Heritage Family Offices's COO Position: Q2 2026 in Review

Heritage Family Offices sold out of Cooper Companies (COO) in Q2 2026, closing a stake of 2,867 shares — an estimated $205K sold.

Heritage Family Offices first reported a position in COO in Q2 2024 and held it in 8 quarters. The position peaked at $562K in Q1 2025. 678 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Heritage Family Offices reported no remaining Cooper Companies position as of Q2 2026 after selling out during the quarter.
  • Heritage Family Offices sold 2,867 Cooper Companies shares in Q2 2026, an estimated $205K.
  • Heritage Family Offices first reported a position in Cooper Companies in Q2 2024 and held it in 8 quarters.
  • Heritage Family Offices's Cooper Companies position peaked at $562K in Q1 2025.
  • 678 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.