Plante Moran Financial Advisors’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $359 | Buy |
+5
| New | +$327 | ﹤0.01% | 1239 |
|
|
2025
Q4 | – | Sell |
-6
| Closed | -$411 | – | 828 |
|
|
2025
Q3 | $411 | Buy |
+6
| New | +$425 | ﹤0.01% | 740 |
|
|
2025
Q1 | – | Sell |
-92
| Closed | -$8.46K | – | 825 |
|
|
2024
Q4 | $8.46K | Buy |
+92
| New | +$9.37K | ﹤0.01% | 604 |
|
|
2022
Q1 | – | Sell |
-52
| Closed | -$5K | – | 837 |
|
|
2021
Q4 | $5K | Buy |
+52
| New | +$5.3K | ﹤0.01% | 809 |
|
|
2021
Q1 | – | Sell |
-140
| Closed | -$13K | – | 1009 |
|
|
2020
Q4 | $13K | Hold |
140
| – | – | ﹤0.01% | 589 |
|
|
2020
Q3 | $12K | Hold |
140
| – | – | ﹤0.01% | 576 |
|
|
2020
Q2 | $10K | Hold |
140
| – | – | ﹤0.01% | 519 |
|
|
2020
Q1 | $10K | Hold |
140
| – | – | ﹤0.01% | 492 |
|
|
2019
Q4 | $11K | Sell |
140
-692
| -83% | -$52.2K | ﹤0.01% | 530 |
|
|
2019
Q3 | $62K | Hold |
832
| – | – | 0.02% | 309 |
|
|
2019
Q2 | $70K | Hold |
832
| – | – | 0.02% | 273 |
|
|
2019
Q1 | $62K | Hold |
832
| – | – | 0.02% | 287 |
|
|
2018
Q4 | $53K | Hold |
832
| – | – | 0.02% | 276 |
|
|
2018
Q3 | $58K | Sell |
832
-60
| -7% | -$3.85K | 0.02% | 272 |
|
|
2018
Q2 | $53K | Buy |
892
+8
| +0.9% | +$457 | 0.03% | 314 |
|
|
2018
Q1 | $51K | Buy |
884
+92
| +12% | +$5.37K | 0.03% | 343 |
|
|
2017
Q4 | $43K | Buy |
792
+60
| +8% | +$3.51K | 0.02% | 373 |
|
|
2017
Q3 | $43K | Sell |
732
-4
| -0.5% | -$244 | 0.03% | 335 |
|
|
2017
Q2 | $44K | Hold |
736
| – | – | 0.03% | 338 |
|
|
2017
Q1 | $37K | Sell |
736
-180
| -20% | -$8.55K | 0.02% | 366 |
|
|
2016
Q4 | $40K | Sell |
916
-344
| -27% | -$15K | 0.02% | 365 |
|
|
2016
Q3 | $56K | Sell |
1,260
-12
| -0.9% | -$546 | 0.04% | 291 |
|
|
2016
Q2 | $55K | Sell |
1,272
-16
| -1% | -$640 | 0.04% | 268 |
|
|
2016
Q1 | $50K | Buy |
1,288
+196
| +18% | +$6.77K | 0.04% | 260 |
|
|
2015
Q4 | $37K | Hold |
1,092
| – | – | 0.03% | 343 |
|
|
2015
Q3 | $41K | Hold |
1,092
| – | – | 0.03% | 292 |
|
|
2015
Q2 | $49K | Hold |
1,092
| – | – | 0.04% | 296 |
|
|
2015
Q1 | $51K | Hold |
1,092
| – | – | 0.04% | 278 |
|
|
2014
Q4 | $44K | Hold |
1,092
| – | – | 0.03% | 296 |
|
|
2014
Q3 | $43K | Buy |
1,092
+556
| +104% | +$21.9K | 0.04% | 281 |
|
|
2014
Q2 | $18K | Hold |
536
| – | – | 0.02% | 399 |
|
|
2014
Q1 | $18K | Buy |
536
+400
| +294% | +$12.8K | 0.02% | 267 |
|
|
2013
Q4 | $4K | Hold |
136
| – | – | ﹤0.01% | 554 |
|
|
2013
Q3 | $4K | Hold |
136
| – | – | ﹤0.01% | 486 |
|
|
2013
Q2 | $4K | Buy |
+136
| New | +$3.82K | ﹤0.01% | 459 |
|
Other funds holding COO
BW
Plante Moran Financial Advisors's COO Position: Q2 2026 in Review
Plante Moran Financial Advisors opened a new position in Cooper Companies (COO) in Q2 2026: 5 shares worth $359. The stake represents ﹤0.01% of the portfolio and ranks #1239 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in COO as recently as Q3 2025.
Plante Moran Financial Advisors first reported a position in COO in Q2 2013 and has held it in 35 quarters since. The position peaked at $70K in Q2 2019. 678 funds tracked by Wall St. Rank hold COO as of Q2 2026.
- Plante Moran Financial Advisors held 5 shares of Cooper Companies worth $359 as of Q2 2026.
- Cooper Companies was a new Plante Moran Financial Advisors position in Q2 2026.
- Cooper Companies made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1239 holding.
- Plante Moran Financial Advisors first reported a position in Cooper Companies in Q2 2013 and has held it in 35 quarters since.
- Plante Moran Financial Advisors's Cooper Companies position peaked at $70K in Q2 2019.
- 678 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.