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Spire Wealth Management’s Cooper Companies COO Stock Holding History

Spire 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 		$1.36K Buy
19
+2
+12% +$131 ﹤0.01% 2082
2026
Q1 		$1.22K Sell
17
-1
-6% -$79 ﹤0.01% 2117
2025
Q4 		$1.48K Sell
18
-168
-90% -$12.6K ﹤0.01% 2146
2025
Q3 		$12.8K Sell
186
-10
-5% -$708 ﹤0.01% 1664
2025
Q2 		$13.9K Buy
196
+24
+14% +$1.84K ﹤0.01% 1616
2025
Q1 		$14.5K Sell
172
-75
-30% -$6.72K ﹤0.01% 1719
2024
Q4 		$22.7K Buy
+247
New +$25.2K ﹤0.01% 1582
2024
Q1 		– Sell
-264
Closed -$25.6K – 2323
2023
Q4 		$25.6K Sell
264
-68
-20% -$5.71K ﹤0.01% 1448
2023
Q3 		$26.4K Buy
332
+8
+2% +$737 ﹤0.01% 1401
2023
Q2 		$31.1K Buy
324
+92
+40% +$8.63K ﹤0.01% 1398
2023
Q1 		$21.7K Buy
232
+120
+107% +$10.3K ﹤0.01% 1584
2022
Q4 		$9K Hold
112
– – ﹤0.01% 1646
2022
Q3 		$7K Sell
112
-200
-64% -$15.3K ﹤0.01% 1648
2022
Q2 		$24K Sell
312
-2,824
-90% -$250K ﹤0.01% 1585
2022
Q1 		$327K Buy
3,136
+2,600
+485% +$262K 0.01% 700
2021
Q4 		$56K Buy
536
+288
+116% +$29.3K ﹤0.01% 1664
2021
Q3 		$26K Buy
248
+60
+32% +$6.4K ﹤0.01% 1738
2021
Q2 		$19K Sell
188
-904
-83% -$88.6K ﹤0.01% 1884
2021
Q1 		$105K Buy
+1,092
New +$104K ﹤0.01% 1384

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

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

Spire Wealth Management increased its Cooper Companies (COO) stake by 12% in Q2 2026, buying an estimated $131 and bringing the position to 19 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

Spire Wealth Management first reported a position in COO in Q1 2021 and has held it in 19 quarters since. The position peaked at $327K in Q1 2022. 672 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Spire Wealth Management held 19 shares of Cooper Companies worth $1.36K as of Q2 2026.
  • Spire Wealth Management bought 2 Cooper Companies shares in Q2 2026, an estimated $131.
  • Cooper Companies made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2082 holding.
  • Spire Wealth Management first reported a position in Cooper Companies in Q1 2021 and has held it in 19 quarters since.
  • Spire Wealth Management's Cooper Companies position peaked at $327K in Q1 2022.
  • 672 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.