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Mowery & Schoenfeld Wealth Management’s Cooper Companies COO Stock Holding History

Mowery & Schoenfeld 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
2025
Q2 		– Sell
-33
Closed -$2.78K – 402
2025
Q1 		$2.78K Buy
33
+5
+18% +$448 0.01% 373
2024
Q4 		$2.58K Buy
+28
New +$2.85K 0.01% 374

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's COO Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Cooper Companies (COO) in Q2 2025, closing a stake of 33 shares — an estimated $2.78K sold.

Mowery & Schoenfeld Wealth Management first reported a position in COO in Q4 2024 and held it in 2 quarters. The position peaked at $2.78K in Q1 2025. 626 funds tracked by Wall St. Rank hold COO as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Cooper Companies position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 33 Cooper Companies shares in Q2 2025, an estimated $2.78K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Cooper Companies in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Cooper Companies position peaked at $2.78K in Q1 2025.
  • 626 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.