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Phoenix Financial’s Cooper Companies COO Stock Holding History

Phoenix Financial’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
Q2 		– Sell
-2,564
Closed -$217K – 429
2025
Q1 		$217K Sell
2,564
-733
-22% -$65.7K ﹤0.01% 337
2024
Q4 		$303K Buy
3,297
+983
+42% +$100K ﹤0.01% 310
2024
Q3 		$256K Sell
2,314
-448
-16% -$43.6K ﹤0.01% 309
2024
Q2 		$242K Buy
2,762
+393
+17% +$36.7K ﹤0.01% 306
2024
Q1 		$240K Sell
2,369
-463
-16% -$44.8K ﹤0.01% 360
2023
Q4 		$273K Buy
+2,832
New +$238K ﹤0.01% 278
2023
Q3 		– Sell
-2,460
Closed -$233K – 332
2023
Q2 		$233K Sell
2,460
-376
-13% -$35.3K ﹤0.01% 276
2023
Q1 		$258K Buy
2,836
+196
+7% +$16.8K 0.01% 251
2022
Q4 		$221K Buy
+2,640
New +$195K ﹤0.01% 254
2022
Q2 		– Sell
-2,132
Closed -$225K – 387
2022
Q1 		$225K Buy
+2,132
New +$215K ﹤0.01% 368

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Phoenix Financial's COO Position: Q2 2025 in Review

Phoenix Financial sold out of Cooper Companies (COO) in Q2 2025, closing a stake of 2,564 shares — an estimated $217K sold.

Phoenix Financial first reported a position in COO in Q1 2022 and held it in 10 quarters. The position peaked at $303K in Q4 2024. 628 funds tracked by Wall St. Rank hold COO as of Q2 2025.

  • Phoenix Financial reported no remaining Cooper Companies position as of Q2 2025 after selling out during the quarter.
  • Phoenix Financial sold 2,564 Cooper Companies shares in Q2 2025, an estimated $217K.
  • Phoenix Financial first reported a position in Cooper Companies in Q1 2022 and held it in 10 quarters.
  • Phoenix Financial's Cooper Companies position peaked at $303K in Q4 2024.
  • 628 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2025.

Based on Phoenix Financial's 13F filing for Q2 2025, filed 30 Jul 2025.