PWA
COO icon

Principia Wealth Advisory’s Cooper Companies COO Stock Holding History

Principia Wealth Advisory’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 		$3.01K Buy
42
+11
+35% +$719 ﹤0.01% 482
2026
Q1 		$2.22K Buy
31
+15
+94% +$1.19K ﹤0.01% 487
2025
Q4 		$1.31K Hold
16
– – ﹤0.01% 590
2025
Q3 		$1.1K Buy
16
+11
+220% +$779 ﹤0.01% 614
2025
Q2 		$356 Buy
5
+4
+400% +$306 ﹤0.01% 811
2025
Q1 		$78 Sell
1
-3
-75% -$269 ﹤0.01% 819
2024
Q4 		$368 Buy
+4
New +$407 ﹤0.01% 628

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

Principia Wealth Advisory's COO Position: Q2 2026 in Review

Principia Wealth Advisory increased its Cooper Companies (COO) stake by 35% in Q2 2026, buying an estimated $719 and bringing the position to 42 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Principia Wealth Advisory first reported a position in COO in Q4 2024 and has held it in 7 quarters since. 675 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Principia Wealth Advisory held 42 shares of Cooper Companies worth $3.01K as of Q2 2026.
  • Principia Wealth Advisory bought 11 Cooper Companies shares in Q2 2026, an estimated $719.
  • Cooper Companies made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #482 holding.
  • Principia Wealth Advisory first reported a position in Cooper Companies in Q4 2024 and has held it in 7 quarters since.
  • 675 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.