NWAG
COO icon

Net Worth Advisory Group’s Cooper Companies COO Stock Holding History

Net Worth Advisory 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
2026
Q2 		$454K Sell
6,338
-570
-8% -$37.3K 0.11% 192
2026
Q1 		$494K Buy
6,908
+18
+0.3% +$1.42K 0.1% 203
2025
Q4 		$565K Buy
6,890
+514
+8% +$38.5K 0.11% 186
2025
Q3 		$437K Sell
6,376
-4,178
-40% -$296K 0.13% 182
2025
Q2 		$751K Buy
10,554
+1,106
+12% +$84.7K 0.17% 122
2025
Q1 		$797K Buy
9,448
+908
+11% +$81.4K 0.25% 82
2024
Q4 		$785K Buy
8,540
+95
+1% +$9.68K 0.24% 87
2024
Q3 		$932K Buy
+8,445
New +$822K 0.28% 61

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Net Worth Advisory Group's COO Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Cooper Companies (COO) stake by 8.3% in Q2 2026, selling an estimated $37.3K and leaving 6,338 shares worth $454K. The position accounts for 0.11% of the portfolio, ranked #192.

Net Worth Advisory Group first reported a position in COO in Q3 2024 and has held it in 8 quarters since. The position peaked at $932K in Q3 2024. 672 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Net Worth Advisory Group held 6,338 shares of Cooper Companies worth $454K as of Q2 2026.
  • Net Worth Advisory Group sold 570 Cooper Companies shares in Q2 2026, an estimated $37.3K.
  • Cooper Companies made up 0.11% of Net Worth Advisory Group's portfolio in Q2 2026, its #192 holding.
  • Net Worth Advisory Group first reported a position in Cooper Companies in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's Cooper Companies position peaked at $932K in Q3 2024.
  • 672 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.