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Roberts Capital Advisors’s Cooper Companies COO Stock Holding History

Roberts Capital 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
2025
Q2 		– Sell
-5,004
Closed -$422K – 80
2025
Q1 		$422K Hold
5,004
– – 0.37% 80
2024
Q4 		$460K Hold
5,004
– – 0.39% 60
2024
Q3 		$552K Hold
5,004
– – 0.47% 55
2024
Q2 		$508K Hold
5,004
– – 0.49% 59
2024
Q1 		$508K Buy
+5,004
New +$484K 0.49% 59
2022
Q3 		$354K Hold
5,364
– – 0.51% 68
2022
Q2 		$420K Hold
5,364
– – 0.58% 58
2022
Q1 		$560K Hold
5,364
– – 0.58% 55
2021
Q4 		$562K Buy
+5,364
New +$546K 0.52% 65

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Roberts Capital Advisors's COO Position: Q2 2025 in Review

Roberts Capital Advisors sold out of Cooper Companies (COO) in Q2 2025, closing a stake of 5,004 shares — an estimated $422K sold.

Roberts Capital Advisors first reported a position in COO in Q4 2021 and held it in 9 quarters. The position peaked at $562K in Q4 2021. 627 funds tracked by Wall St. Rank hold COO as of Q2 2025.

  • Roberts Capital Advisors reported no remaining Cooper Companies position as of Q2 2025 after selling out during the quarter.
  • Roberts Capital Advisors sold 5,004 Cooper Companies shares in Q2 2025, an estimated $422K.
  • Roberts Capital Advisors first reported a position in Cooper Companies in Q4 2021 and held it in 9 quarters.
  • Roberts Capital Advisors's Cooper Companies position peaked at $562K in Q4 2021.
  • 627 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2025.

Based on Roberts Capital Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.