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JFS Wealth Advisors’s Cooper Companies COO Stock Holding History

JFS Wealth Advisors’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 		$5.95K Sell
83
-7
-8% -$458 ﹤0.01% 1219
2026
Q1 		$6.43K Sell
90
-8
-8% -$633 ﹤0.01% 1108
2025
Q4 		$8.03K Buy
98
+58
+145% +$4.34K ﹤0.01% 1056
2025
Q3 		$2.74K Buy
40
+15
+60% +$1.06K ﹤0.01% 1348
2025
Q2 		$1.78K Sell
25
-73
-74% -$5.59K ﹤0.01% 1423
2025
Q1 		$8.27K Buy
98
+15
+18% +$1.34K ﹤0.01% 939
2024
Q4 		$7.63K Sell
83
-2
-2% -$204 ﹤0.01% 955
2024
Q3 		$9.39K Buy
85
+13
+18% +$1.26K ﹤0.01% 876
2024
Q2 		$6.29K Hold
72
– – ﹤0.01% 968
2024
Q1 		$7.32K Hold
72
– – ﹤0.01% 928
2023
Q4 		$6.82K Buy
72
+4
+6% +$336 ﹤0.01% 932
2023
Q3 		$5.41K Hold
68
– – ﹤0.01% 963
2023
Q2 		$6.53K Sell
68
-4
-6% -$375 ﹤0.01% 889
2023
Q1 		$6.73K Buy
72
+4
+6% +$344 ﹤0.01% 880
2022
Q4 		$5.63K Sell
68
-532
-89% -$39.2K ﹤0.01% 949
2022
Q3 		$40K Buy
600
+32
+6% +$2.45K ﹤0.01% 423
2022
Q2 		$44K Sell
568
-20
-3% -$1.77K ﹤0.01% 417
2022
Q1 		$61K Buy
588
+28
+5% +$2.82K 0.01% 380
2021
Q4 		$59K Buy
+560
New +$57K 0.01% 396
2018
Q2 		– Sell
-64
Closed -$4K – 480
2018
Q1 		$4K Hold
64
– – ﹤0.01% 431
2017
Q4 		$3K Buy
+64
New +$3.74K ﹤0.01% 459

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

JFS Wealth Advisors's COO Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Cooper Companies (COO) stake by 7.8% in Q2 2026, selling an estimated $458 and leaving 83 shares worth $5.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

JFS Wealth Advisors first reported a position in COO in Q4 2017 and has held it in 21 quarters since. The position peaked at $61K in Q1 2022. 675 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • JFS Wealth Advisors held 83 shares of Cooper Companies worth $5.95K as of Q2 2026.
  • JFS Wealth Advisors sold 7 Cooper Companies shares in Q2 2026, an estimated $458.
  • Cooper Companies made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1219 holding.
  • JFS Wealth Advisors first reported a position in Cooper Companies in Q4 2017 and has held it in 21 quarters since.
  • JFS Wealth Advisors's Cooper Companies position peaked at $61K in Q1 2022.
  • 675 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.