Root Financial Partners
COO icon

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
Q3 		$31K Buy
+549
New +$37.5K ﹤0.01% 1324
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's COO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Cooper Companies (COO) in Q3 2026: 549 shares worth $31K. The stake represents ﹤0.01% of the portfolio and ranks #1324 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in COO as recently as Q1 2026.

Root Financial Partners first reported a position in COO in Q3 2025 and has held it in 4 quarters since. The position peaked at $127K in Q1 2026. 507 funds tracked by Wall St. Rank hold COO as of Q3 2026.

  • Root Financial Partners held 549 shares of Cooper Companies worth $31K as of Q3 2026.
  • Cooper Companies was a new Root Financial Partners position in Q3 2026.
  • Cooper Companies made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1324 holding.
  • Root Financial Partners first reported a position in Cooper Companies in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Cooper Companies position peaked at $127K in Q1 2026.
  • 507 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.