SWM
COO icon

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
Q2 		$2.44K Buy
34
+30
+750% +$1.96K ﹤0.01% 1341
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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

SHP Wealth Management's COO Position: Q2 2026 in Review

SHP Wealth Management increased its Cooper Companies (COO) stake by 750% in Q2 2026, buying an estimated $1.96K and bringing the position to 34 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

SHP Wealth Management first reported a position in COO in Q1 2026 and has held it in 2 quarters since. 678 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • SHP Wealth Management held 34 shares of Cooper Companies worth $2.44K as of Q2 2026.
  • SHP Wealth Management bought 30 Cooper Companies shares in Q2 2026, an estimated $1.96K.
  • Cooper Companies made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1341 holding.
  • SHP Wealth Management first reported a position in Cooper Companies in Q1 2026 and has held it in 2 quarters since.
  • 678 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.