PWMG
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Private Wealth Management Group’s Cooper Companies COO Stock Holding History

Private Wealth Management Group’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 		$2.65K Buy
37
+20
+118% +$1.31K ﹤0.01% 1066
2026
Q1 		$1.22K Hold
17
– – ﹤0.01% 1207
2025
Q4 		$1.39K Sell
17
-54
-76% -$4.04K ﹤0.01% 1183
2025
Q3 		$4.87K Buy
71
+52
+274% +$3.68K ﹤0.01% 801
2025
Q2 		$1.35K Sell
19
-38
-67% -$2.91K ﹤0.01% 1194
2025
Q1 		$4.81K Sell
57
-98
-63% -$8.78K ﹤0.01% 742
2024
Q4 		$14.3K Sell
155
-1
-0.6% -$102 0.01% 385
2024
Q3 		$17.2K Buy
156
+2
+1% +$195 0.01% 323
2024
Q2 		$13.4K Buy
154
+98
+175% +$9.15K 0.01% 373
2024
Q1 		$5.68K Hold
56
– – ﹤0.01% 586
2023
Q4 		$5.3K Buy
+56
New +$4.7K ﹤0.01% 612

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

Private Wealth Management Group's COO Position: Q2 2026 in Review

Private Wealth Management Group increased its Cooper Companies (COO) stake by 118% in Q2 2026, buying an estimated $1.31K and bringing the position to 37 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Private Wealth Management Group first reported a position in COO in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.2K in Q3 2024. 672 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Private Wealth Management Group held 37 shares of Cooper Companies worth $2.65K as of Q2 2026.
  • Private Wealth Management Group bought 20 Cooper Companies shares in Q2 2026, an estimated $1.31K.
  • Cooper Companies made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1066 holding.
  • Private Wealth Management Group first reported a position in Cooper Companies in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Cooper Companies position peaked at $17.2K in Q3 2024.
  • 672 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.