Strategic Wealth Partners’s Cooper Companies COO Stock Holding History

Strategic Wealth Partners’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	$43.5K	Hold	608	–	–	﹤0.01%	539
2025 Q4	$49.8K	Hold	608	–	–	﹤0.01%	523
2025 Q3	$41.7K	Hold	608	–	–	﹤0.01%	587
2025 Q2	$43.3K	Buy	+608	New	+$46.6K	﹤0.01%	523
2019 Q4	–	Sell	-1,096	Closed	-$80	–	198
2019 Q3	$80	Sell	1,096 -252	-19%	-$20.3K	﹤0.01%	279
2019 Q2	$113K	Sell	1,348 -200	-13%	-$15K	0.05%	167
2019 Q1	$114K	Sell	1,548 -68	-4%	-$4.75K	0.05%	169
2018 Q4	$106K	Sell	1,616 -204	-11%	-$13.2K	0.05%	166
2018 Q3	$126K	Sell	1,820 -216	-11%	-$13.9K	0.07%	160
2018 Q2	$120K	Sell	2,036 -2,652	-57%	-$151K	0.07%	177
2018 Q1	$268K	Sell	4,688 -676	-13%	-$39.4K	0.14%	135
2017 Q4	$312K	Buy	+5,364	New	+$314K	0.17%	126

Other funds holding COO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Wealth Partners's COO Position: Q1 2026 in Review

Strategic Wealth Partners held its Cooper Companies (COO) position steady in Q1 2026 at 608 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Strategic Wealth Partners first reported a position in COO in Q4 2017 and has held it in 12 quarters since. The position peaked at $312K in Q4 2017. 675 funds tracked by Wall St. Rank hold COO as of Q1 2026.

Strategic Wealth Partners held 608 shares of Cooper Companies worth $43.5K as of Q1 2026.
Strategic Wealth Partners left its Cooper Companies share count unchanged in Q1 2026.
Cooper Companies made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #539 holding.
Strategic Wealth Partners first reported a position in Cooper Companies in Q4 2017 and has held it in 12 quarters since.
Strategic Wealth Partners's Cooper Companies position peaked at $312K in Q4 2017.
675 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.