TWD
COO icon

True Wealth Design’s Cooper Companies COO Stock Holding History

True Wealth Design’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 		$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

BlackRock
BlackRock New York $5.7T 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