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WealthTrak Capital Management’s Cooper Companies COO Stock Holding History

WealthTrak Capital Management’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
2025
Q3 		– Sell
-5
Closed -$356 – 252
2025
Q2 		$356 Sell
5
-5
-50% -$383 ﹤0.01% 734
2025
Q1 		$844 Hold
10
– – ﹤0.01% 559
2024
Q4 		$920 Buy
+10
New +$1.02K ﹤0.01% 460

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

WealthTrak Capital Management's COO Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Cooper Companies (COO) in Q3 2025, closing a stake of 5 shares — an estimated $356 sold.

WealthTrak Capital Management first reported a position in COO in Q4 2024 and held it in 3 quarters. The position peaked at $920 in Q4 2024. 632 funds tracked by Wall St. Rank hold COO as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Cooper Companies position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 Cooper Companies shares in Q3 2025, an estimated $356.
  • WealthTrak Capital Management first reported a position in Cooper Companies in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Cooper Companies position peaked at $920 in Q4 2024.
  • 632 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.