Institute for Wealth Management’s Cooper Companies COO Stock Holding History

Institute for 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	$11.5K	Buy	+160	New	+$10.5K	﹤0.01%	1290

Other funds holding COO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Institute for Wealth Management's COO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Cooper Companies (COO) in Q2 2026: 160 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #1290 among its holdings.

348 funds tracked by Wall St. Rank hold COO as of Q2 2026.

Institute for Wealth Management held 160 shares of Cooper Companies worth $11.5K as of Q2 2026.
Cooper Companies was a new Institute for Wealth Management position in Q2 2026.
Cooper Companies made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1290 holding.
348 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.