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Summit Securities Group’s Cooper Companies COO Stock Holding History

Summit Securities Group’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
2025
Q4 		– Sell
-1,000
Closed -$68.6K – 1055
2025
Q3 		$68.6K Sell
1,000
-500
-33% -$35.4K 0.01% 483
2025
Q2 		$107K Buy
+1,500
New +$115K 0.02% 356

Other funds holding COO

BlackRock
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's COO Position: Q1 2026 in Review

Summit Securities Group reduced its Cooper Companies (COO) stake by 89% in Q1 2026, selling an estimated $20.8K and leaving 32 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Summit Securities Group first reported a position in COO in Q1 2022 and has held it in 11 quarters since. The position peaked at $116K in Q2 2025. 675 funds tracked by Wall St. Rank hold COO as of Q1 2026.

  • Summit Securities Group held 32 shares of Cooper Companies worth $2.29K as of Q1 2026.
  • Summit Securities Group sold 263 Cooper Companies shares in Q1 2026, an estimated $20.8K.
  • Cooper Companies made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #930 holding.
  • Summit Securities Group first reported a position in Cooper Companies in Q1 2022 and has held it in 11 quarters since.
  • Summit Securities Group's Cooper Companies position peaked at $116K in Q2 2025.
  • 675 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.