True Wealth Design’s Cooper Companies COO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$10.6K Sell
187
-803
-81% -$54.9K ﹤0.01% 1042
2026
Q2
$71K Buy
990
+74
+8% +$4.84K 0.02% 364
2026
Q1
$65.5K Buy
916
+454
+98% +$35.9K 0.02% 324
2025
Q4
$37.9K Buy
462
+383
+485% +$28.7K 0.01% 415
2025
Q3
$5.42K Buy
79
+58
+276% +$4.11K ﹤0.01% 1054
2025
Q2
$1.5K Hold
21
– – ﹤0.01% 1297
2025
Q1
$1.77K Buy
21
+7
+50% +$627 ﹤0.01% 1055
2024
Q4
$1.29K Sell
14
-136
-91% -$13.9K ﹤0.01% 855
2024
Q3
$16.6K Buy
150
+141
+1,567% +$13.7K 0.01% 349
2024
Q2
$786 Buy
9
+2
+29% +$187 ﹤0.01% 562
2024
Q1
$711 Buy
7
+3
+75% +$290 ﹤0.01% 545
2023
Q4
$379 Hold
4
– – ﹤0.01% 551
2023
Q3
$319 Hold
4
– – ﹤0.01% 544
2023
Q2
$384 Hold
4
– – ﹤0.01% 512
2023
Q1
$374 Hold
4
– – ﹤0.01% 593
2022
Q4
$331 Buy
+4
New +$295 ﹤0.01% 562

Other funds holding COO

True Wealth Design's COO Position: Q3 2026 in Review

True Wealth Design reduced its Cooper Companies (COO) stake by 81% in Q3 2026, selling an estimated $54.9K and leaving 187 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

True Wealth Design first reported a position in COO in Q4 2022 and has held it in 16 quarters since. The position peaked at $71K in Q2 2026. 67 funds tracked by Wall St. Rank hold COO as of Q3 2026.

  • True Wealth Design held 187 shares of Cooper Companies worth $10.6K as of Q3 2026.
  • True Wealth Design sold 803 Cooper Companies shares in Q3 2026, an estimated $54.9K.
  • Cooper Companies made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1042 holding.
  • True Wealth Design first reported a position in Cooper Companies in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Cooper Companies position peaked at $71K in Q2 2026.
  • 67 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.