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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Integrated Wealth Concepts's COO Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Cooper Companies (COO) in Q1 2026: 17,815 shares worth $1.27M. The stake represents 0.01% of the portfolio and ranks #984 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in COO as recently as Q2 2025.

Integrated Wealth Concepts first reported a position in COO in Q2 2023 and has held it in 10 quarters since. 675 funds tracked by Wall St. Rank hold COO as of Q1 2026.

Integrated Wealth Concepts held 17,815 shares of Cooper Companies worth $1.27M as of Q1 2026.
Cooper Companies was a new Integrated Wealth Concepts position in Q1 2026.
Cooper Companies made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #984 holding.
Integrated Wealth Concepts first reported a position in Cooper Companies in Q2 2023 and has held it in 10 quarters since.
675 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.