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Simplicity Wealth’s Cooper Companies COO Stock Holding History

Simplicity Wealth’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 		$224K Buy
+3,118
New +$204K 0.01% 940
2024
Q3 		– Sell
-5,648
Closed -$493K – 632
2024
Q2 		$493K Buy
5,648
+287
+5% +$26.8K 0.01% 766
2024
Q1 		$544K Buy
+5,361
New +$519K 0.01% 703

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

Simplicity Wealth's COO Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Cooper Companies (COO) in Q2 2026: 3,118 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #940 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in COO as recently as Q2 2024.

Simplicity Wealth first reported a position in COO in Q1 2024 and has held it in 3 quarters since. The position peaked at $544K in Q1 2024. 677 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Simplicity Wealth held 3,118 shares of Cooper Companies worth $224K as of Q2 2026.
  • Cooper Companies was a new Simplicity Wealth position in Q2 2026.
  • Cooper Companies made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #940 holding.
  • Simplicity Wealth first reported a position in Cooper Companies in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's Cooper Companies position peaked at $544K in Q1 2024.
  • 677 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.