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Sequoia Financial Advisors’s Cooper Companies COO Stock Holding History

Sequoia Financial 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
2026
Q2 		$713K Buy
9,942
+1,160
+13% +$75.8K ﹤0.01% 1105
2026
Q1 		$628K Sell
8,782
-896
-9% -$70.9K ﹤0.01% 1136
2025
Q4 		$793K Buy
9,678
+4,574
+90% +$342K ﹤0.01% 1007
2025
Q3 		$350K Sell
5,104
-1,811
-26% -$128K ﹤0.01% 1315
2025
Q2 		$492K Buy
6,915
+3,101
+81% +$237K ﹤0.01% 1005
2025
Q1 		$322K Sell
3,814
-278
-7% -$24.9K ﹤0.01% 1031
2024
Q4 		$376K Sell
4,092
-180
-4% -$18.3K ﹤0.01% 922
2024
Q3 		$471K Buy
4,272
+568
+15% +$55.3K 0.01% 772
2024
Q2 		$323K Buy
3,704
+345
+10% +$32.2K ﹤0.01% 856
2024
Q1 		$341K Buy
+3,359
New +$325K ﹤0.01% 811

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

Sequoia Financial Advisors's COO Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Cooper Companies (COO) stake by 13% in Q2 2026, buying an estimated $75.8K and bringing the position to 9,942 shares worth $713K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Sequoia Financial Advisors first reported a position in COO in Q1 2024 and has held it in 10 quarters since. The position peaked at $793K in Q4 2025. 672 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Sequoia Financial Advisors held 9,942 shares of Cooper Companies worth $713K as of Q2 2026.
  • Sequoia Financial Advisors bought 1,160 Cooper Companies shares in Q2 2026, an estimated $75.8K.
  • Cooper Companies made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1105 holding.
  • Sequoia Financial Advisors first reported a position in Cooper Companies in Q1 2024 and has held it in 10 quarters since.
  • Sequoia Financial Advisors's Cooper Companies position peaked at $793K in Q4 2025.
  • 672 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.