WANY
KOP icon

Wealthspire Advisors (New York)’s Koppers KOP Stock Holding History

Wealthspire Advisors (New York)’s Portfolio KOP Stock Details KOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-207
Closed -$5.8K – 2023
2025
Q3 		$5.8K Buy
+207
New +$6.37K ﹤0.01% 2270
2021
Q2 		– Sell
-6,170
Closed -$214K – 528
2021
Q1 		$214K Buy
+6,170
New +$216K 0.01% 658

Other funds holding KOP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
QCI
Quaker Capital Investments Mount Lebanon, Pennsylvania $409M AUM 61.78% 1-Year Est. Return

Wealthspire Advisors (New York)'s KOP Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Koppers (KOP) in Q4 2025, closing a stake of 207 shares — an estimated $5.8K sold.

Wealthspire Advisors (New York) first reported a position in KOP in Q1 2021 and held it in 2 quarters. The position peaked at $214K in Q1 2021. 192 funds tracked by Wall St. Rank hold KOP as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Koppers position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 207 Koppers shares in Q4 2025, an estimated $5.8K.
  • Wealthspire Advisors (New York) first reported a position in Koppers in Q1 2021 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Koppers position peaked at $214K in Q1 2021.
  • 192 funds tracked by Wall St. Rank held Koppers as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.