NEWAS
COO icon

N.E.W. Advisory Services’s Cooper Companies COO Stock Holding History

N.E.W. Advisory Services’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 		$574 Hold
8
– – ﹤0.01% 969
2026
Q1 		$572 Hold
8
– – ﹤0.01% 907
2025
Q4 		$656 Hold
8
– – ﹤0.01% 876
2025
Q3 		$548 Hold
8
– – ﹤0.01% 838
2025
Q2 		$569 Sell
8
-173
-96% -$13.2K ﹤0.01% 832
2025
Q1 		$15.3K Buy
+181
New +$16.2K ﹤0.01% 538

Other funds holding COO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

N.E.W. Advisory Services's COO Position: Q2 2026 in Review

N.E.W. Advisory Services held its Cooper Companies (COO) position steady in Q2 2026 at 8 shares worth $574. The position accounts for ﹤0.01% of the portfolio, ranked #969.

N.E.W. Advisory Services first reported a position in COO in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.3K in Q1 2025. 383 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • N.E.W. Advisory Services held 8 shares of Cooper Companies worth $574 as of Q2 2026.
  • N.E.W. Advisory Services left its Cooper Companies share count unchanged in Q2 2026.
  • Cooper Companies made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #969 holding.
  • N.E.W. Advisory Services first reported a position in Cooper Companies in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Cooper Companies position peaked at $15.3K in Q1 2025.
  • 383 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.