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Integrated Wealth Concepts’s Cooper Companies COO Stock Holding History

Integrated Wealth Concepts’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 		$518K Sell
7,223
-10,592
-59% -$692K ﹤0.01% 1627
2026
Q1 		$1.27M Buy
+17,815
New +$1.41M 0.01% 984
2025
Q3 		– Sell
-7,285
Closed -$518K – 1989
2025
Q2 		$518K Sell
7,285
-2,143
-23% -$164K 0.01% 1252
2025
Q1 		$795K Sell
9,428
-44
-0.5% -$3.94K 0.01% 926
2024
Q4 		$871K Sell
9,472
-535
-5% -$54.5K 0.01% 883
2024
Q3 		$1.1M Sell
10,007
-313
-3% -$30.5K 0.01% 759
2024
Q2 		$901K Sell
10,320
-846
-8% -$79K 0.01% 806
2024
Q1 		$1.13M Buy
11,166
+150
+1% +$14.5K 0.02% 702
2023
Q4 		$1.04M Buy
11,016
+1,116
+11% +$93.6K 0.02% 713
2023
Q3 		$787K Buy
9,900
+40
+0.4% +$3.69K 0.01% 793
2023
Q2 		$945K Buy
+9,860
New +$925K 0.02% 704

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

Integrated Wealth Concepts's COO Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Cooper Companies (COO) stake by 59% in Q2 2026, selling an estimated $692K and leaving 7,223 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Integrated Wealth Concepts first reported a position in COO in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.27M in Q1 2026. 678 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Integrated Wealth Concepts held 7,223 shares of Cooper Companies worth $518K as of Q2 2026.
  • Integrated Wealth Concepts sold 10,592 Cooper Companies shares in Q2 2026, an estimated $692K.
  • Cooper Companies made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1627 holding.
  • Integrated Wealth Concepts first reported a position in Cooper Companies in Q2 2023 and has held it in 11 quarters since.
  • Integrated Wealth Concepts's Cooper Companies position peaked at $1.27M in Q1 2026.
  • 678 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.