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Modern Wealth Management’s Cooper Companies COO Stock Holding History

Modern Wealth Management’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
Q1 		– Sell
-2,812
Closed -$230K – 894
2025
Q4 		$230K Buy
+2,812
New +$210K ﹤0.01% 769
2024
Q4 		– Sell
-2,690
Closed -$297K – 584
2024
Q3 		$297K Buy
+2,690
New +$262K 0.02% 345

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
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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 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

Modern Wealth Management's COO Position: Q1 2026 in Review

Modern Wealth Management sold out of Cooper Companies (COO) in Q1 2026, closing a stake of 2,812 shares — an estimated $230K sold.

Modern Wealth Management first reported a position in COO in Q3 2024 and held it in 2 quarters. The position peaked at $297K in Q3 2024. 679 funds tracked by Wall St. Rank hold COO as of Q1 2026.

  • Modern Wealth Management reported no remaining Cooper Companies position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 2,812 Cooper Companies shares in Q1 2026, an estimated $230K.
  • Modern Wealth Management first reported a position in Cooper Companies in Q3 2024 and held it in 2 quarters.
  • Modern Wealth Management's Cooper Companies position peaked at $297K in Q3 2024.
  • 679 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.