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NewEdge Wealth’s Cooper Companies COO Stock Holding History

NewEdge Wealth’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 		$2.58M Sell
36,043
-11,614
-24% -$759K 0.03% 392
2026
Q1 		$3.41M Sell
47,657
-3,255
-6% -$258K 0.04% 302
2025
Q4 		$4.17M Sell
50,912
-5,567
-10% -$417K 0.05% 273
2025
Q3 		$3.89M Sell
56,479
-5,811
-9% -$412K 0.06% 251
2025
Q2 		$4.31M Sell
62,290
-1,668
-3% -$128K 0.07% 234
2025
Q1 		$5.39M Buy
63,958
+1,728
+3% +$155K 0.1% 174
2024
Q4 		$5.72M Sell
62,230
-4,597
-7% -$468K 0.1% 163
2024
Q3 		$7.37M Buy
66,827
+4,022
+6% +$391K 0.13% 142
2024
Q2 		$5.48M Buy
62,805
+1,151
+2% +$107K 0.12% 152
2024
Q1 		$5.53M Buy
61,654
+6,282
+11% +$608K 0.12% 151
2023
Q4 		$5.24M Buy
55,372
+6,384
+13% +$536K 0.13% 138
2023
Q3 		$3.89M Buy
48,988
+3,988
+9% +$367K 0.12% 151
2023
Q2 		$4.31M Buy
45,000
+1,372
+3% +$129K 0.14% 136
2023
Q1 		$4.07M Buy
43,628
+2,320
+6% +$199K 0.15% 133
2022
Q4 		$3.41M Buy
41,308
+8,988
+28% +$663K 0.15% 134
2022
Q3 		$2.13M Buy
32,320
+1,972
+6% +$151K 0.1% 182
2022
Q2 		$2.38M Buy
30,348
+11,852
+64% +$1.05M 0.11% 168
2022
Q1 		$1.93M Buy
18,496
+2,440
+15% +$246K 0.09% 157
2021
Q4 		$1.68M Buy
16,056
+588
+4% +$59.9K 0.07% 184
2021
Q3 		$1.6M Buy
15,468
+1,660
+12% +$177K 0.1% 143
2021
Q2 		$1.37M Buy
13,808
+460
+3% +$45.1K 0.1% 149
2021
Q1 		$1.28M Buy
+13,348
New +$1.27M 0.13% 137

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

NewEdge Wealth's COO Position: Q2 2026 in Review

NewEdge Wealth reduced its Cooper Companies (COO) stake by 24% in Q2 2026, selling an estimated $759K and leaving 36,043 shares worth $2.58M. The position accounts for 0.03% of the portfolio, ranked #392.

NewEdge Wealth first reported a position in COO in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.37M in Q3 2024. 677 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • NewEdge Wealth held 36,043 shares of Cooper Companies worth $2.58M as of Q2 2026.
  • NewEdge Wealth sold 11,614 Cooper Companies shares in Q2 2026, an estimated $759K.
  • Cooper Companies made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #392 holding.
  • NewEdge Wealth first reported a position in Cooper Companies in Q1 2021 and has held it in 22 quarters since.
  • NewEdge Wealth's Cooper Companies position peaked at $7.37M in Q3 2024.
  • 677 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.