JWM
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JPL Wealth Management’s Cooper Companies COO Stock Holding History

JPL 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
Q1 		$14.1K Buy
+197
New +$15.6K ﹤0.01% 463
2025
Q4 		– Sell
-140
Closed -$9.6K – 323
2025
Q3 		$9.6K Buy
+140
New +$9.92K ﹤0.01% 548

Other funds holding COO

BlackRock
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JPL Wealth Management's COO Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Cooper Companies (COO) in Q1 2026: 197 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #463 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in COO as recently as Q3 2025.

JPL Wealth Management first reported a position in COO in Q3 2025 and has held it in 2 quarters since. 675 funds tracked by Wall St. Rank hold COO as of Q1 2026.

  • JPL Wealth Management held 197 shares of Cooper Companies worth $14.1K as of Q1 2026.
  • Cooper Companies was a new JPL Wealth Management position in Q1 2026.
  • Cooper Companies made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #463 holding.
  • JPL Wealth Management first reported a position in Cooper Companies in Q3 2025 and has held it in 2 quarters since.
  • 675 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.