SWM
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SHP Wealth Management’s Cooper Companies COO Stock Holding History

SHP Wealth Management’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 		$286 Buy
+4
New +$316 ﹤0.01% 1703

Other funds holding COO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's COO Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Cooper Companies (COO) in Q1 2026: 4 shares worth $286. The stake represents ﹤0.01% of the portfolio and ranks #1703 among its holdings.

678 funds tracked by Wall St. Rank hold COO as of Q1 2026.

  • SHP Wealth Management held 4 shares of Cooper Companies worth $286 as of Q1 2026.
  • Cooper Companies was a new SHP Wealth Management position in Q1 2026.
  • Cooper Companies made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1703 holding.
  • 678 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.