SAG
COO icon

SageView Advisory Group’s Cooper Companies COO Stock Holding History

SageView Advisory Group’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 		– Sell
-380
Closed -$31.1K – 979
2025
Q4 		$31.1K Buy
+380
New +$28.4K ﹤0.01% 1269

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's COO Position: Q1 2026 in Review

SageView Advisory Group sold out of Cooper Companies (COO) in Q1 2026, closing a stake of 380 shares — an estimated $31.1K sold.

SageView Advisory Group first reported a position in COO in Q4 2025 and held it in 1 quarter. The position peaked at $31.1K in Q4 2025. 679 funds tracked by Wall St. Rank hold COO as of Q1 2026.

  • SageView Advisory Group reported no remaining Cooper Companies position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 380 Cooper Companies shares in Q1 2026, an estimated $31.1K.
  • SageView Advisory Group first reported a position in Cooper Companies in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Cooper Companies position peaked at $31.1K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.