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Waverly Advisors’s Cooper Companies COO Stock Holding History

Waverly 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
Q2 		$480K Buy
6,692
+2,134
+47% +$140K ﹤0.01% 1197
2026
Q1 		$326K Buy
+4,558
New +$361K ﹤0.01% 1261

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 $3.38T AUM 44.17% 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

Waverly Advisors's COO Position: Q2 2026 in Review

Waverly Advisors increased its Cooper Companies (COO) stake by 47% in Q2 2026, buying an estimated $140K and bringing the position to 6,692 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Waverly Advisors first reported a position in COO in Q1 2026 and has held it in 2 quarters since. 678 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Waverly Advisors held 6,692 shares of Cooper Companies worth $480K as of Q2 2026.
  • Waverly Advisors bought 2,134 Cooper Companies shares in Q2 2026, an estimated $140K.
  • Cooper Companies made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1197 holding.
  • Waverly Advisors first reported a position in Cooper Companies in Q1 2026 and has held it in 2 quarters since.
  • 678 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.