LPL Financial
COO icon

LPL Financial’s Cooper Companies COO Stock Holding History

LPL Financial’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
Q3 		$7.16M Sell
126,661
-17,237
-12% -$1.18M ﹤0.01% 2496
2026
Q2 		$10.3M Buy
143,898
+148
+0.1% +$9.7K ﹤0.01% 2117
2026
Q1 		$10.3M Buy
143,750
+20,333
+16% +$1.61M ﹤0.01% 1973
2025
Q4 		$10.1M Sell
123,417
-11,625
-9% -$870K ﹤0.01% 1920
2025
Q3 		$9.26M Sell
135,042
-3,049
-2% -$216K ﹤0.01% 1946
2025
Q2 		$9.8M Sell
138,091
-10,170
-7% -$779K ﹤0.01% 1731
2025
Q1 		$12.5M Buy
148,261
+6,657
+5% +$596K ﹤0.01% 1448
2024
Q4 		$13M Buy
141,604
+15,746
+13% +$1.6M 0.01% 1353
2024
Q3 		$13.9M Buy
125,858
+15,693
+14% +$1.53M 0.01% 1251
2024
Q2 		$9.6M Buy
110,165
+13,561
+14% +$1.27M ﹤0.01% 1407
2024
Q1 		$9.8M Buy
96,604
+17,400
+22% +$1.68M 0.01% 1342
2023
Q4 		$7.49M Buy
79,204
+12,948
+20% +$1.09M ﹤0.01% 1430
2023
Q3 		$5.27M Buy
66,256
+16,204
+32% +$1.49M ﹤0.01% 1567
2023
Q2 		$4.8M Buy
50,052
+10,544
+27% +$989K ﹤0.01% 1586
2023
Q1 		$3.69M Buy
39,508
+1,584
+4% +$136K ﹤0.01% 1698
2022
Q4 		$3.14M Buy
37,924
+820
+2% +$60.5K ﹤0.01% 1746
2022
Q3 		$2.45M Buy
37,104
+1,140
+3% +$87.3K ﹤0.01% 1828
2022
Q2 		$2.82M Buy
35,964
+1,556
+5% +$138K ﹤0.01% 1759
2022
Q1 		$3.59M Buy
34,408
+4,116
+14% +$414K ﹤0.01% 1640
2021
Q4 		$3.17M Sell
30,292
-644
-2% -$65.6K ﹤0.01% 1736
2021
Q3 		$3.2M Buy
30,936
+3,144
+11% +$335K ﹤0.01% 1698
2021
Q2 		$2.75M Buy
27,792
+3,348
+14% +$328K ﹤0.01% 1739
2021
Q1 		$2.35M Buy
24,444
+3,564
+17% +$338K ﹤0.01% 1727
2020
Q4 		$1.9M Buy
20,880
+2,012
+11% +$173K ﹤0.01% 1706
2020
Q3 		$1.59M Buy
18,868
+68
+0.4% +$5.22K ﹤0.01% 1590
2020
Q2 		$1.33M Buy
18,800
+4,352
+30% +$323K ﹤0.01% 1612
2020
Q1 		$996K Buy
14,448
+904
+7% +$73.6K ﹤0.01% 1618
2019
Q4 		$1.09M Buy
13,544
+4,188
+45% +$316K ﹤0.01% 1774
2019
Q3 		$695K Sell
9,356
-6,504
-41% -$524K ﹤0.01% 2004
2019
Q2 		$1.34M Sell
15,860
-1,100
-6% -$82.7K ﹤0.01% 1520
2019
Q1 		$1.26M Buy
16,960
+2,012
+13% +$140K ﹤0.01% 1497
2018
Q4 		$951K Buy
14,948
+2,272
+18% +$147K ﹤0.01% 1572
2018
Q3 		$878K Sell
12,676
-1,028
-8% -$66K ﹤0.01% 1770
2018
Q2 		$807K Sell
13,704
-7,712
-36% -$441K ﹤0.01% 1783
2018
Q1 		$1.22M Buy
21,416
+2,804
+15% +$164K ﹤0.01% 1457
2017
Q4 		$1.01M Buy
18,612
+240
+1% +$14K ﹤0.01% 1524
2017
Q3 		$1.09M Buy
18,372
+312
+2% +$19.1K ﹤0.01% 1373
2017
Q2 		$1.08M Buy
18,060
+6,152
+52% +$334K ﹤0.01% 1318
2017
Q1 		$595K Buy
11,908
+2,196
+23% +$104K ﹤0.01% 1649
2016
Q4 		$425K Buy
9,712
+204
+2% +$8.91K ﹤0.01% 1869
2016
Q3 		$425K Sell
9,508
-2,312
-20% -$105K ﹤0.01% 1850
2016
Q2 		$510K Sell
11,820
-8,584
-42% -$343K ﹤0.01% 1650
2016
Q1 		$789K Sell
20,404
-2,120
-9% -$73.2K ﹤0.01% 1846
2015
Q4 		$750K Sell
22,524
-22,936
-50% -$821K ﹤0.01% 1912
2015
Q3 		$1.69M Sell
45,460
-26,848
-37% -$1.11M 0.01% 930
2015
Q2 		$3.19M Buy
72,308
+16,480
+30% +$743K 0.02% 700
2015
Q1 		$2.6M Buy
55,828
+3,336
+6% +$141K 0.01% 786
2014
Q4 		$2.13M Buy
52,492
+4,004
+8% +$161K 0.01% 849
2014
Q3 		$1.88M Buy
48,488
+37,760
+352% +$1.49M 0.01% 887
2014
Q2 		$363K Buy
+10,728
New +$354K ﹤0.01% 2055

Other funds holding COO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

LPL Financial's COO Position: Q3 2026 in Review

LPL Financial reduced its Cooper Companies (COO) stake by 12% in Q3 2026, selling an estimated $1.18M and leaving 126,661 shares worth $7.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2496.

LPL Financial first reported a position in COO in Q2 2014 and has held it in 50 quarters since. The position peaked at $13.9M in Q3 2024. 277 funds tracked by Wall St. Rank hold COO as of Q3 2026.

  • LPL Financial held 126,661 shares of Cooper Companies worth $7.16M as of Q3 2026.
  • LPL Financial sold 17,237 Cooper Companies shares in Q3 2026, an estimated $1.18M.
  • Cooper Companies made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2496 holding.
  • LPL Financial first reported a position in Cooper Companies in Q2 2014 and has held it in 50 quarters since.
  • LPL Financial's Cooper Companies position peaked at $13.9M in Q3 2024.
  • 277 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.