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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 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 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

Root Financial Partners's COO Position: Q1 2026 in Review

Root Financial Partners increased its Cooper Companies (COO) stake by 460% in Q1 2026, buying an estimated $115K and bringing the position to 1,774 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #481.

Root Financial Partners first reported a position in COO in Q3 2025 and has held it in 3 quarters since. 676 funds tracked by Wall St. Rank hold COO as of Q1 2026.

  • Root Financial Partners held 1,774 shares of Cooper Companies worth $127K as of Q1 2026.
  • Root Financial Partners bought 1,457 Cooper Companies shares in Q1 2026, an estimated $115K.
  • Cooper Companies made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #481 holding.
  • Root Financial Partners first reported a position in Cooper Companies in Q3 2025 and has held it in 3 quarters since.
  • 676 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.