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

LVW 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
Q3 		– Sell
-3,250
Closed -$233K – 475
2026
Q2 		$233K Sell
3,250
-2,808
-46% -$184K 0.02% 405
2026
Q1 		$433K Sell
6,058
-1,151
-16% -$91.1K 0.04% 236
2025
Q4 		$591K Sell
7,209
-742
-9% -$55.5K 0.06% 169
2025
Q3 		$545K Sell
7,951
-1,082
-12% -$76.6K 0.06% 178
2025
Q2 		$643K Sell
9,033
-915
-9% -$70.1K 0.07% 162
2025
Q1 		$839K Sell
9,948
-268
-3% -$24K 0.1% 120
2024
Q4 		$939K Sell
10,216
-375
-4% -$38.2K 0.11% 118
2024
Q3 		$1.17M Buy
10,591
+1,042
+11% +$101K 0.15% 100
2024
Q2 		$834K Buy
9,549
+902
+10% +$84.2K 0.12% 108
2024
Q1 		$877K Sell
8,647
-137
-2% -$13.3K 0.15% 105
2023
Q4 		$831K Sell
8,784
-256
-3% -$21.5K 0.16% 99
2023
Q3 		$719K Sell
9,040
-744
-8% -$68.5K 0.15% 90
2023
Q2 		$938K Sell
9,784
-88
-0.9% -$8.25K 0.18% 88
2023
Q1 		$921K Sell
9,872
-344
-3% -$29.6K 0.18% 86
2022
Q4 		$845K Buy
10,216
+1,256
+14% +$92.7K 0.17% 97
2022
Q3 		$591K Buy
8,960
+272
+3% +$20.8K 0.13% 115
2022
Q2 		$680K Buy
8,688
+192
+2% +$17K 0.14% 106
2022
Q1 		$887K Sell
8,496
-476
-5% -$47.9K 0.15% 97
2021
Q4 		$940K Sell
8,972
-160
-2% -$16.3K 0.16% 98
2021
Q3 		$944K Buy
9,132
+140
+2% +$14.9K 0.16% 99
2021
Q2 		$891K Sell
8,992
-400
-4% -$39.2K 0.16% 97
2021
Q1 		$902K Buy
9,392
+2,828
+43% +$268K 0.17% 93
2020
Q4 		$596K Buy
6,564
+244
+4% +$20.9K 0.12% 104
2020
Q3 		$533K Buy
6,320
+3,368
+114% +$258K 0.12% 100
2020
Q2 		$209K Buy
+2,952
New +$219K 0.05% 186

Other funds holding COO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

LVW Advisors's COO Position: Q3 2026 in Review

LVW Advisors sold out of Cooper Companies (COO) in Q3 2026, closing a stake of 3,250 shares — an estimated $233K sold.

LVW Advisors first reported a position in COO in Q2 2020 and held it in 25 quarters. The position peaked at $1.17M in Q3 2024. 507 funds tracked by Wall St. Rank hold COO as of Q3 2026.

  • LVW Advisors reported no remaining Cooper Companies position as of Q3 2026 after selling out during the quarter.
  • LVW Advisors sold 3,250 Cooper Companies shares in Q3 2026, an estimated $233K.
  • LVW Advisors first reported a position in Cooper Companies in Q2 2020 and held it in 25 quarters.
  • LVW Advisors's Cooper Companies position peaked at $1.17M in Q3 2024.
  • 507 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.