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Root Financial Partners’s Cooper Companies COO Stock Holding History

Root Financial Partners’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 		– Sell
-1,774
Closed -$127K – 990
2026
Q1 		$127K Buy
1,774
+1,457
+460% +$115K 0.01% 481
2025
Q4 		$26K Buy
317
+162
+105% +$12.1K ﹤0.01% 1037
2025
Q3 		$10.6K Buy
+155
New +$11K ﹤0.01% 1431

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

Root Financial Partners's COO Position: Q2 2026 in Review

Root Financial Partners sold out of Cooper Companies (COO) in Q2 2026, closing a stake of 1,774 shares — an estimated $127K sold.

Root Financial Partners first reported a position in COO in Q3 2025 and held it in 3 quarters. The position peaked at $127K in Q1 2026. 677 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Root Financial Partners reported no remaining Cooper Companies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,774 Cooper Companies shares in Q2 2026, an estimated $127K.
  • Root Financial Partners first reported a position in Cooper Companies in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Cooper Companies position peaked at $127K in Q1 2026.
  • 677 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.