WETS
COO icon

Wealth Enhancement Trust Services’s Cooper Companies COO Stock Holding History

Wealth Enhancement Trust Services’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 		$24.3K Sell
339
-136
-29% -$8.89K ﹤0.01% 593
2026
Q1 		$34K Hold
475
– – ﹤0.01% 500
2025
Q4 		$38.9K Buy
+475
New +$35.6K ﹤0.01% 462

Other funds holding COO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Wealth Enhancement Trust Services's COO Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Cooper Companies (COO) stake by 29% in Q2 2026, selling an estimated $8.89K and leaving 339 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Wealth Enhancement Trust Services first reported a position in COO in Q4 2025 and has held it in 3 quarters since. The position peaked at $38.9K in Q4 2025. 495 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Wealth Enhancement Trust Services held 339 shares of Cooper Companies worth $24.3K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 136 Cooper Companies shares in Q2 2026, an estimated $8.89K.
  • Cooper Companies made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #593 holding.
  • Wealth Enhancement Trust Services first reported a position in Cooper Companies in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Cooper Companies position peaked at $38.9K in Q4 2025.
  • 495 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.