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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
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

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

Physician Wealth Advisors's COO Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Cooper Companies (COO) stake by 70% in Q2 2026, selling an estimated $26.7K and leaving 175 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Physician Wealth Advisors first reported a position in COO in Q1 2025 and has held it in 5 quarters since. The position peaked at $46.6K in Q4 2025. 677 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Physician Wealth Advisors held 175 shares of Cooper Companies worth $12.6K as of Q2 2026.
  • Physician Wealth Advisors sold 409 Cooper Companies shares in Q2 2026, an estimated $26.7K.
  • Cooper Companies made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #812 holding.
  • Physician Wealth Advisors first reported a position in Cooper Companies in Q1 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Cooper Companies position peaked at $46.6K in Q4 2025.
  • 677 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.