UCFA
COO icon

United Capital Financial Advisors’s Cooper Companies COO Stock Holding History

United Capital Financial 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 		$285K Sell
3,990
-6,778
-63% -$536K ﹤0.01% 1377
2025
Q4 		$883K Buy
10,768
+2,998
+39% +$224K 0.01% 782
2025
Q3 		$533K Buy
+7,770
New +$550K ﹤0.01% 840
2025
Q2 		– Sell
-2,701
Closed -$228K – 1101
2025
Q1 		$228K Sell
2,701
-576
-18% -$51.6K ﹤0.01% 973
2024
Q4 		$301K Sell
3,277
-15
-0.5% -$1.53K ﹤0.01% 879
2024
Q3 		$363K Sell
3,292
-92
-3% -$8.95K ﹤0.01% 816
2024
Q2 		$295K Buy
3,384
+164
+5% +$15.3K ﹤0.01% 860
2024
Q1 		$327K Sell
3,220
-180
-5% -$17.4K ﹤0.01% 855
2023
Q4 		$322K Sell
3,400
-256
-7% -$21.5K ﹤0.01% 846
2023
Q3 		$291K Sell
3,656
-100
-3% -$9.21K ﹤0.01% 730
2023
Q2 		$360K Buy
3,756
+56
+2% +$5.25K ﹤0.01% 737
2023
Q1 		$345K Buy
3,700
+44
+1% +$3.78K ﹤0.01% 788
2022
Q4 		$302K Sell
3,656
-32
-0.9% -$2.36K ﹤0.01% 885
2022
Q3 		$243K Sell
3,688
-340
-8% -$26K ﹤0.01% 964
2022
Q2 		$315K Buy
4,028
+384
+11% +$34K ﹤0.01% 928
2022
Q1 		$380K Buy
3,644
+28
+0.8% +$2.82K ﹤0.01% 920
2021
Q4 		$379K Sell
3,616
-356
-9% -$36.3K ﹤0.01% 942
2021
Q3 		$410K Sell
3,972
-12
-0.3% -$1.28K ﹤0.01% 914
2021
Q2 		$395K Buy
3,984
+40
+1% +$3.92K ﹤0.01% 937
2021
Q1 		$379K Sell
3,944
-48
-1% -$4.55K ﹤0.01% 928
2020
Q4 		$363K Hold
3,992
– – ﹤0.01% 940
2020
Q3 		$336K Buy
3,992
+432
+12% +$33.1K ﹤0.01% 927
2020
Q2 		$252K Buy
3,560
+8
+0.2% +$593 ﹤0.01% 1037
2020
Q1 		$245K Sell
3,552
-416
-10% -$33.9K ﹤0.01% 1020
2019
Q4 		$319K Sell
3,968
-1,196
-23% -$90.2K ﹤0.01% 1118
2019
Q3 		$383K Sell
5,164
-576
-10% -$46.4K ﹤0.01% 1022
2019
Q2 		$483K Buy
5,740
+156
+3% +$11.7K ﹤0.01% 1063
2019
Q1 		$413K Buy
5,584
+24
+0.4% +$1.68K ﹤0.01% 1035
2018
Q4 		$354K Sell
5,560
-336
-6% -$21.8K ﹤0.01% 1014
2018
Q3 		$409K Sell
5,896
-60
-1% -$3.85K ﹤0.01% 1011
2018
Q2 		$351K Sell
5,956
-92
-2% -$5.25K ﹤0.01% 1035
2018
Q1 		$346K Sell
6,048
-1,260
-17% -$73.5K ﹤0.01% 1047
2017
Q4 		$402K Sell
7,308
-1,504
-17% -$87.9K ﹤0.01% 1023
2017
Q3 		$522K Sell
8,812
-2,096
-19% -$128K ﹤0.01% 946
2017
Q2 		$653K Sell
10,908
-2,292
-17% -$125K 0.01% 868
2017
Q1 		$660K Buy
13,200
+6,292
+91% +$299K 0.01% 848
2016
Q4 		$302K Buy
+6,908
New +$302K ﹤0.01% 1050
2015
Q4 		– Sell
-14,796
Closed -$551K – 1220
2015
Q3 		$551K Buy
14,796
+3,044
+26% +$126K 0.01% 864
2015
Q2 		$523K Buy
11,752
+1,524
+15% +$68.7K 0.01% 900
2015
Q1 		$455K Buy
10,228
+172
+2% +$7.27K 0.01% 927
2014
Q4 		$407K Buy
10,056
+1,516
+18% +$60.8K 0.01% 887
2014
Q3 		$333K Buy
+8,540
New +$336K 0.01% 908

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

United Capital Financial Advisors's COO Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Cooper Companies (COO) stake by 63% in Q1 2026, selling an estimated $536K and leaving 3,990 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

United Capital Financial Advisors first reported a position in COO in Q3 2014 and has held it in 42 quarters since. The position peaked at $883K in Q4 2025. 675 funds tracked by Wall St. Rank hold COO as of Q1 2026.

  • United Capital Financial Advisors held 3,990 shares of Cooper Companies worth $285K as of Q1 2026.
  • United Capital Financial Advisors sold 6,778 Cooper Companies shares in Q1 2026, an estimated $536K.
  • Cooper Companies made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1377 holding.
  • United Capital Financial Advisors first reported a position in Cooper Companies in Q3 2014 and has held it in 42 quarters since.
  • United Capital Financial Advisors's Cooper Companies position peaked at $883K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.