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Marshall & Sterling Wealth Advisors’s Cooper Companies COO Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-186
Closed -$12.8K – 402
2025
Q3 		$12.8K Hold
186
– – 0.01% 310
2025
Q2 		$13.2K Sell
186
-61
-25% -$4.67K 0.01% 294
2025
Q1 		$20.8K Buy
+247
New +$22.1K 0.01% 248

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's COO Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Cooper Companies (COO) in Q4 2025, closing a stake of 186 shares — an estimated $12.8K sold.

Marshall & Sterling Wealth Advisors first reported a position in COO in Q1 2025 and held it in 3 quarters. The position peaked at $20.8K in Q1 2025. 669 funds tracked by Wall St. Rank hold COO as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Cooper Companies position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 186 Cooper Companies shares in Q4 2025, an estimated $12.8K.
  • Marshall & Sterling Wealth Advisors first reported a position in Cooper Companies in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Cooper Companies position peaked at $20.8K in Q1 2025.
  • 669 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.