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Provenance Wealth Advisors’s Cooper Companies COO Stock Holding History

Provenance 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 		$287 Buy
+4
New +$261 ﹤0.01% 598
2024
Q1 		– Sell
-48
Closed -$4.54K – 558
2023
Q4 		$4.54K Buy
+48
New +$4.03K ﹤0.01% 367

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

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

Provenance Wealth Advisors opened a new position in Cooper Companies (COO) in Q2 2026: 4 shares worth $287. The stake represents ﹤0.01% of the portfolio and ranks #598 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in COO as recently as Q4 2023.

Provenance Wealth Advisors first reported a position in COO in Q4 2023 and has held it in 2 quarters since. The position peaked at $4.54K in Q4 2023. 678 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Provenance Wealth Advisors held 4 shares of Cooper Companies worth $287 as of Q2 2026.
  • Cooper Companies was a new Provenance Wealth Advisors position in Q2 2026.
  • Cooper Companies made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #598 holding.
  • Provenance Wealth Advisors first reported a position in Cooper Companies in Q4 2023 and has held it in 2 quarters since.
  • Provenance Wealth Advisors's Cooper Companies position peaked at $4.54K in Q4 2023.
  • 678 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.