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Moneta Group Investment Advisors’s Cooper Companies COO Stock Holding History

Moneta Group Investment 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
Q1 		$451K Sell
6,311
-36
-0.6% -$2.85K ﹤0.01% 533
2025
Q4 		$520K Buy
6,347
+79
+1% +$5.91K ﹤0.01% 491
2025
Q3 		$430K Hold
6,268
– – ﹤0.01% 535
2025
Q2 		$446K Sell
6,268
-800
-11% -$61.3K 0.01% 460
2025
Q1 		$596K Sell
7,068
-54
-0.8% -$4.84K 0.01% 375
2024
Q4 		$655K Sell
7,122
-46
-0.6% -$4.69K 0.01% 346
2024
Q3 		$791K Buy
7,168
+730
+11% +$71.1K 0.01% 312
2024
Q2 		$562K Sell
6,438
-4
-0.1% -$373 0.01% 363
2024
Q1 		$654K Buy
6,442
+1,046
+19% +$101K 0.01% 328
2023
Q4 		$511K Buy
5,396
+24
+0.4% +$2.01K 0.01% 337
2023
Q3 		$427K Sell
5,372
-364
-6% -$33.5K 0.01% 351
2023
Q2 		$550K Buy
5,736
+48
+0.8% +$4.5K 0.01% 305
2023
Q1 		$531K Buy
5,688
+556
+11% +$47.8K 0.01% 310
2022
Q4 		$448K Sell
5,132
-264
-5% -$19.5K 0.01% 309
2022
Q3 		$356K Sell
5,396
-328
-6% -$25.1K 0.01% 319
2022
Q2 		$448K Buy
+5,724
New +$507K 0.02% 313

Other funds holding COO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moneta Group Investment Advisors's COO Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Cooper Companies (COO) stake by 0.57% in Q1 2026, selling an estimated $2.85K and leaving 6,311 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Moneta Group Investment Advisors first reported a position in COO in Q2 2022 and has held it in 16 quarters since. The position peaked at $791K in Q3 2024. 675 funds tracked by Wall St. Rank hold COO as of Q1 2026.

  • Moneta Group Investment Advisors held 6,311 shares of Cooper Companies worth $451K as of Q1 2026.
  • Moneta Group Investment Advisors sold 36 Cooper Companies shares in Q1 2026, an estimated $2.85K.
  • Cooper Companies made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #533 holding.
  • Moneta Group Investment Advisors first reported a position in Cooper Companies in Q2 2022 and has held it in 16 quarters since.
  • Moneta Group Investment Advisors's Cooper Companies position peaked at $791K in Q3 2024.
  • 675 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.