Physician Wealth Advisors
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Physician Wealth Advisors’s Cooper Companies COO Stock Holding History

Physician Wealth Advisors’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
Q3 		$2.83K Sell
50
-125
-71% -$8.54K ﹤0.01% 1394
2026
Q2 		$12.6K Sell
175
-409
-70% -$26.7K ﹤0.01% 812
2026
Q1 		$41.8K Buy
584
+15
+3% +$1.19K 0.01% 436
2025
Q4 		$46.6K Buy
569
+556
+4,277% +$41.6K 0.01% 406
2025
Q3 		$892 Buy
+13
New +$921 ﹤0.01% 1646
2025
Q2 		– Sell
-10
Closed -$844 – 1846
2025
Q1 		$844 Buy
+10
New +$896 ﹤0.01% 1207

Other funds holding COO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Storebrand Asset Management
Storebrand Asset Management Lysaker, Norway $41.4B AUM 32.65% 1-Year Est. Return

Physician Wealth Advisors's COO Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Cooper Companies (COO) stake by 71% in Q3 2026, selling an estimated $8.54K and leaving 50 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Physician Wealth Advisors first reported a position in COO in Q1 2025 and has held it in 6 quarters since. The position peaked at $46.6K in Q4 2025. 340 funds tracked by Wall St. Rank hold COO as of Q3 2026.

  • Physician Wealth Advisors held 50 shares of Cooper Companies worth $2.83K as of Q3 2026.
  • Physician Wealth Advisors sold 125 Cooper Companies shares in Q3 2026, an estimated $8.54K.
  • Cooper Companies made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1394 holding.
  • Physician Wealth Advisors first reported a position in Cooper Companies in Q1 2025 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Cooper Companies position peaked at $46.6K in Q4 2025.
  • 340 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.