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Thrive Wealth Management’s Cooper Companies COO Stock Holding History

Thrive 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
Q1 		– Sell
-3,774
Closed -$309K – 241
2025
Q4 		$309K Buy
+3,774
New +$282K 0.05% 173
2025
Q3 		– Sell
-3,544
Closed -$252K – 244
2025
Q2 		$252K Sell
3,544
-115
-3% -$8.8K 0.04% 200
2025
Q1 		$309K Buy
3,659
+373
+11% +$33.4K 0.06% 159
2024
Q4 		$302K Sell
3,286
-270
-8% -$27.5K 0.05% 155
2024
Q3 		$392K Sell
3,556
-30
-0.8% -$2.92K 0.07% 141
2024
Q2 		$313K Buy
3,586
+300
+9% +$28K 0.06% 155
2024
Q1 		$333K Buy
3,286
+114
+4% +$11K 0.07% 148
2023
Q4 		$300K Buy
3,172
+68
+2% +$5.71K 0.07% 146
2023
Q3 		$247K Buy
3,104
+4
+0.1% +$369 0.07% 147
2023
Q2 		$297K Buy
3,100
+236
+8% +$22.1K 0.08% 135
2023
Q1 		$267K Buy
2,864
+284
+11% +$24.4K 0.07% 137
2022
Q4 		$213K Buy
+2,580
New +$190K 0.06% 147

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

Thrive Wealth Management's COO Position: Q1 2026 in Review

Thrive Wealth Management sold out of Cooper Companies (COO) in Q1 2026, closing a stake of 3,774 shares — an estimated $309K sold.

Thrive Wealth Management first reported a position in COO in Q4 2022 and held it in 12 quarters. The position peaked at $392K in Q3 2024. 675 funds tracked by Wall St. Rank hold COO as of Q1 2026.

  • Thrive Wealth Management reported no remaining Cooper Companies position as of Q1 2026 after selling out during the quarter.
  • Thrive Wealth Management sold 3,774 Cooper Companies shares in Q1 2026, an estimated $309K.
  • Thrive Wealth Management first reported a position in Cooper Companies in Q4 2022 and held it in 12 quarters.
  • Thrive Wealth Management's Cooper Companies position peaked at $392K in Q3 2024.
  • 675 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2026.

Based on Thrive Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.