MFG
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Merit Financial Group’s Cooper Companies COO Stock Holding History

Merit Financial Group’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 		$1.44M Buy
20,145
+8,915
+79% +$583K 0.01% 890
2026
Q1 		$803K Buy
11,230
+7,141
+175% +$565K 0.01% 1094
2025
Q4 		$335K Buy
+4,089
New +$306K ﹤0.01% 1494

Other funds holding COO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Merit Financial Group's COO Position: Q2 2026 in Review

Merit Financial Group increased its Cooper Companies (COO) stake by 79% in Q2 2026, buying an estimated $583K and bringing the position to 20,145 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #890.

Merit Financial Group first reported a position in COO in Q4 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Merit Financial Group held 20,145 shares of Cooper Companies worth $1.44M as of Q2 2026.
  • Merit Financial Group bought 8,915 Cooper Companies shares in Q2 2026, an estimated $583K.
  • Cooper Companies made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #890 holding.
  • Merit Financial Group first reported a position in Cooper Companies in Q4 2025 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.