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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

True Wealth Design's COO Position: Q2 2026 in Review

True Wealth Design increased its Cooper Companies (COO) stake by 8.1% in Q2 2026, buying an estimated $4.84K and bringing the position to 990 shares worth $71K. The position accounts for 0.02% of the portfolio, ranked #364.

True Wealth Design first reported a position in COO in Q4 2022 and has held it in 15 quarters since. 675 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • True Wealth Design held 990 shares of Cooper Companies worth $71K as of Q2 2026.
  • True Wealth Design bought 74 Cooper Companies shares in Q2 2026, an estimated $4.84K.
  • Cooper Companies made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #364 holding.
  • True Wealth Design first reported a position in Cooper Companies in Q4 2022 and has held it in 15 quarters since.
  • 675 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.