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Summit Trail Advisors’s Cooper Companies COO Stock Holding History

Summit Trail Advisors’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 		$1.2M Buy
16,785
+11,515
+219% +$911K 0.02% 852
2025
Q4 		$432K Sell
5,270
-9,334
-64% -$699K 0.01% 1117
2025
Q3 		$1M Buy
+14,604
New +$1.03M 0.01% 832
2018
Q1 		– Sell
-656
Closed -$39K – 691
2017
Q4 		$39K Buy
+656
New +$38.4K ﹤0.01% 886

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 Trail Advisors's COO Position: Q1 2026 in Review

Summit Trail Advisors increased its Cooper Companies (COO) stake by 219% in Q1 2026, buying an estimated $911K and bringing the position to 16,785 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #852.

Summit Trail Advisors first reported a position in COO in Q4 2017 and has held it in 4 quarters since. 675 funds tracked by Wall St. Rank hold COO as of Q1 2026.

  • Summit Trail Advisors held 16,785 shares of Cooper Companies worth $1.2M as of Q1 2026.
  • Summit Trail Advisors bought 11,515 Cooper Companies shares in Q1 2026, an estimated $911K.
  • Cooper Companies made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #852 holding.
  • Summit Trail Advisors first reported a position in Cooper Companies in Q4 2017 and has held it in 4 quarters since.
  • 675 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.