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Wealth Alliance’s Cooper Companies COO Stock Holding History

Wealth Alliance’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 		$305K Sell
4,251
-257
-6% -$16.8K 0.03% 447
2026
Q1 		$322K Buy
4,508
+79
+2% +$6.25K 0.03% 409
2025
Q4 		$363K Buy
4,429
+620
+16% +$46.4K 0.04% 384
2025
Q3 		$261K Sell
3,809
-421
-10% -$29.8K 0.03% 462
2025
Q2 		$301K Buy
4,230
+171
+4% +$13.1K 0.03% 406
2025
Q1 		$342K Buy
4,059
+210
+5% +$18.8K 0.04% 363
2024
Q4 		$354K Sell
3,849
-205
-5% -$20.9K 0.04% 331
2024
Q3 		$447K Buy
4,054
+110
+3% +$10.7K 0.05% 287
2024
Q2 		$344K Sell
3,944
-207
-5% -$19.3K 0.04% 350
2024
Q1 		$421K Buy
4,151
+315
+8% +$30.5K 0.06% 309
2023
Q4 		$363K Buy
3,836
+92
+2% +$7.72K 0.05% 326
2023
Q3 		$298K Sell
3,744
-64
-2% -$5.9K 0.05% 350
2023
Q2 		$365K Buy
3,808
+160
+4% +$15K 0.05% 324
2023
Q1 		$341K Sell
3,648
-4
-0.1% -$344 0.06% 324
2022
Q4 		$302K Buy
+3,652
New +$269K 0.05% 349
2022
Q2 		– Sell
-2,804
Closed -$293K – 454
2022
Q1 		$293K Buy
2,804
+484
+21% +$48.7K 0.06% 331
2021
Q4 		$243K Sell
2,320
-40
-2% -$4.07K 0.05% 373
2021
Q3 		$244K Buy
2,360
+4
+0.2% +$427 0.05% 363
2021
Q2 		$233K Buy
2,356
+20
+0.9% +$1.96K 0.05% 380
2021
Q1 		$224K Buy
2,336
+56
+2% +$5.31K 0.06% 356
2020
Q4 		$207K Buy
+2,280
New +$196K 0.06% 360

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

Wealth Alliance's COO Position: Q2 2026 in Review

Wealth Alliance reduced its Cooper Companies (COO) stake by 5.7% in Q2 2026, selling an estimated $16.8K and leaving 4,251 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #447.

Wealth Alliance first reported a position in COO in Q4 2020 and has held it in 21 quarters since. The position peaked at $447K in Q3 2024. 678 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Wealth Alliance held 4,251 shares of Cooper Companies worth $305K as of Q2 2026.
  • Wealth Alliance sold 257 Cooper Companies shares in Q2 2026, an estimated $16.8K.
  • Cooper Companies made up 0.03% of Wealth Alliance's portfolio in Q2 2026, its #447 holding.
  • Wealth Alliance first reported a position in Cooper Companies in Q4 2020 and has held it in 21 quarters since.
  • Wealth Alliance's Cooper Companies position peaked at $447K in Q3 2024.
  • 678 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.