NWMG
COO icon

National Wealth Management Group’s Cooper Companies COO Stock Holding History

National Wealth Management 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
2025
Q1 		– Sell
-3,432
Closed -$316K – 154
2024
Q4 		$316K Buy
3,432
+104
+3% +$10.6K 0.21% 101
2024
Q3 		$367K Buy
+3,328
New +$324K 0.25% 97

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

National Wealth Management Group's COO Position: Q1 2025 in Review

National Wealth Management Group sold out of Cooper Companies (COO) in Q1 2025, closing a stake of 3,432 shares — an estimated $316K sold.

National Wealth Management Group first reported a position in COO in Q3 2024 and held it in 2 quarters. The position peaked at $367K in Q3 2024. 638 funds tracked by Wall St. Rank hold COO as of Q1 2025.

  • National Wealth Management Group reported no remaining Cooper Companies position as of Q1 2025 after selling out during the quarter.
  • National Wealth Management Group sold 3,432 Cooper Companies shares in Q1 2025, an estimated $316K.
  • National Wealth Management Group first reported a position in Cooper Companies in Q3 2024 and held it in 2 quarters.
  • National Wealth Management Group's Cooper Companies position peaked at $367K in Q3 2024.
  • 638 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2025.

Based on National Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.