WANY
COO icon

Wealthspire Advisors (New York)’s Cooper Companies COO Stock Holding History

Wealthspire Advisors (New York)’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 		$294K Buy
+4,107
New +$325K ﹤0.01% 736
2025
Q4 		– Sell
-319
Closed -$21.9K – 1406
2025
Q3 		$21.9K Buy
+319
New +$22.6K ﹤0.01% 1635
2020
Q2 		– Sell
-13,840
Closed -$954K – 322
2020
Q1 		$954K Buy
+13,840
New +$1.13M 0.04% 205

Other funds holding COO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s COO Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in Cooper Companies (COO) in Q1 2026: 4,107 shares worth $294K. The stake represents ﹤0.01% of the portfolio and ranks #736 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in COO as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in COO in Q1 2020 and has held it in 3 quarters since. The position peaked at $954K in Q1 2020. 678 funds tracked by Wall St. Rank hold COO as of Q1 2026.

  • Wealthspire Advisors (New York) held 4,107 shares of Cooper Companies worth $294K as of Q1 2026.
  • Cooper Companies was a new Wealthspire Advisors (New York) position in Q1 2026.
  • Cooper Companies made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #736 holding.
  • Wealthspire Advisors (New York) first reported a position in Cooper Companies in Q1 2020 and has held it in 3 quarters since.
  • Wealthspire Advisors (New York)'s Cooper Companies position peaked at $954K in Q1 2020.
  • 678 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.