JWM
COO icon

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
Q2 		$4.38K Sell
61
-136
-69% -$8.89K ﹤0.01% 812
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 $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

JPL Wealth Management's COO Position: Q2 2026 in Review

JPL Wealth Management reduced its Cooper Companies (COO) stake by 69% in Q2 2026, selling an estimated $8.89K and leaving 61 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

JPL Wealth Management first reported a position in COO in Q3 2025 and has held it in 3 quarters since. The position peaked at $14.1K in Q1 2026. 677 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • JPL Wealth Management held 61 shares of Cooper Companies worth $4.38K as of Q2 2026.
  • JPL Wealth Management sold 136 Cooper Companies shares in Q2 2026, an estimated $8.89K.
  • Cooper Companies made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #812 holding.
  • JPL Wealth Management first reported a position in Cooper Companies in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Cooper Companies position peaked at $14.1K in Q1 2026.
  • 677 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.