OPS
COO icon

Orion Portfolio Solutions’s Cooper Companies COO Stock Holding History

Orion Portfolio Solutions’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 		$866K Sell
10,270
-751
-7% -$67.3K 0.01% 1161
2024
Q4 		$1.01M Sell
11,021
-333
-3% -$33.9K 0.01% 1047
2024
Q3 		$1.25M Sell
11,354
-390
-3% -$38K 0.01% 926
2024
Q2 		$1.03M Buy
11,744
+198
+2% +$18.5K 0.01% 978
2024
Q1 		$1.17M Sell
11,546
-994
-8% -$96.2K 0.01% 915
2023
Q4 		$1.17M Sell
12,540
-36
-0.3% -$3.02K 0.01% 879
2023
Q3 		$1,000K Sell
12,576
-648
-5% -$59.7K 0.01% 932
2023
Q2 		$1.27M Sell
13,224
-396
-3% -$37.1K 0.01% 849
2023
Q1 		$1.27M Buy
13,620
+9,520
+232% +$818K 0.02% 778
2022
Q4 		$339K Sell
4,100
-408
-9% -$30.1K 0.01% 626
2022
Q3 		$297K Buy
4,508
+148
+3% +$11.3K 0.01% 575
2022
Q2 		$341K Buy
4,360
+108
+3% +$9.56K 0.01% 506
2022
Q1 		$444K Buy
4,252
+256
+6% +$25.8K 0.02% 459
2021
Q4 		$419K Sell
3,996
-52
-1% -$5.3K 0.01% 472
2021
Q3 		$418K Buy
4,048
+240
+6% +$25.6K 0.02% 428
2021
Q2 		$377K Sell
3,808
-4
-0.1% -$392 0.01% 423
2021
Q1 		$366K Buy
3,812
+44
+1% +$4.17K 0.02% 388
2020
Q4 		$342K Sell
3,768
-48
-1% -$4.12K 0.02% 364
2020
Q3 		$322K Sell
3,816
-4
-0.1% -$307 0.02% 333
2020
Q2 		$271K Buy
3,820
+44
+1% +$3.26K 0.01% 339
2020
Q1 		$260K Buy
3,776
+108
+3% +$8.79K 0.02% 277
2019
Q4 		$295K Buy
+3,668
New +$277K 0.02% 269

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

Orion Portfolio Solutions's COO Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Cooper Companies (COO) stake by 6.8% in Q1 2025, selling an estimated $67.3K and leaving 10,270 shares worth $866K. The position accounts for 0.01% of the portfolio, ranked #1161.

Orion Portfolio Solutions first reported a position in COO in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.27M in Q1 2023. 639 funds tracked by Wall St. Rank hold COO as of Q1 2025.

  • Orion Portfolio Solutions held 10,270 shares of Cooper Companies worth $866K as of Q1 2025.
  • Orion Portfolio Solutions sold 751 Cooper Companies shares in Q1 2025, an estimated $67.3K.
  • Cooper Companies made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1161 holding.
  • Orion Portfolio Solutions first reported a position in Cooper Companies in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Cooper Companies position peaked at $1.27M in Q1 2023.
  • 639 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.