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 Q2	$43.6K	Hold	608	–	–	﹤0.01%	557
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Strategic Wealth Partners's COO Position: Q2 2026 in Review

Strategic Wealth Partners held its Cooper Companies (COO) position steady in Q2 2026 at 608 shares worth $43.6K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Strategic Wealth Partners first reported a position in COO in Q4 2017 and has held it in 13 quarters since. The position peaked at $312K in Q4 2017. 678 funds tracked by Wall St. Rank hold COO as of Q2 2026.

Strategic Wealth Partners held 608 shares of Cooper Companies worth $43.6K as of Q2 2026.
Strategic Wealth Partners left its Cooper Companies share count unchanged in Q2 2026.
Cooper Companies made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #557 holding.
Strategic Wealth Partners first reported a position in Cooper Companies in Q4 2017 and has held it in 13 quarters since.
Strategic Wealth Partners's Cooper Companies position peaked at $312K in Q4 2017.
678 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.