Lido Advisors
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Lido Advisors’s Cooper Companies COO Stock Holding History

Lido 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 		$554K Buy
7,723
+4,233
+121% +$277K ﹤0.01% 1417
2026
Q1 		$250K Buy
+3,490
New +$276K ﹤0.01% 1667
2025
Q3 		– Sell
-3,482
Closed -$248K – 1850
2025
Q2 		$248K Buy
3,482
+1,051
+43% +$80.5K ﹤0.01% 1421
2025
Q1 		$205K Sell
2,431
-933
-28% -$83.6K ﹤0.01% 1378
2024
Q4 		$309K Buy
3,364
+419
+14% +$42.7K ﹤0.01% 1201
2024
Q3 		$325K Sell
2,945
-3,729
-56% -$363K ﹤0.01% 1129
2024
Q2 		$583K Buy
6,674
+156
+2% +$14.6K ﹤0.01% 878
2024
Q1 		$661K Buy
6,518
+2,206
+51% +$213K ﹤0.01% 800
2023
Q4 		$408K Buy
4,312
+628
+17% +$52.7K ﹤0.01% 928
2023
Q3 		$293K Buy
3,684
+28
+0.8% +$2.58K ﹤0.01% 925
2023
Q2 		$351K Buy
+3,656
New +$343K ﹤0.01% 860
2019
Q3 		– Sell
-2,492
Closed -$209K – 582
2019
Q2 		$209K Sell
2,492
-492
-16% -$37K 0.01% 505
2019
Q1 		$220K Buy
+2,984
New +$208K 0.01% 473

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

Lido Advisors's COO Position: Q2 2026 in Review

Lido Advisors increased its Cooper Companies (COO) stake by 121% in Q2 2026, buying an estimated $277K and bringing the position to 7,723 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Lido Advisors first reported a position in COO in Q1 2019 and has held it in 13 quarters since. The position peaked at $661K in Q1 2024. 672 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Lido Advisors held 7,723 shares of Cooper Companies worth $554K as of Q2 2026.
  • Lido Advisors bought 4,233 Cooper Companies shares in Q2 2026, an estimated $277K.
  • Cooper Companies made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1417 holding.
  • Lido Advisors first reported a position in Cooper Companies in Q1 2019 and has held it in 13 quarters since.
  • Lido Advisors's Cooper Companies position peaked at $661K in Q1 2024.
  • 672 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.