Planning Strategies Inc.’s Cooper Companies COO Stock Holding History

Planning Strategies Inc.’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	$3.37K	Buy	+47	New	+$3.07K	﹤0.01%	483

Other funds holding COO

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Planning Strategies Inc.'s COO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Cooper Companies (COO) in Q2 2026: 47 shares worth $3.37K. The stake represents ﹤0.01% of the portfolio and ranks #483 among its holdings.

184 funds tracked by Wall St. Rank hold COO as of Q2 2026.

Planning Strategies Inc. held 47 shares of Cooper Companies worth $3.37K as of Q2 2026.
Cooper Companies was a new Planning Strategies Inc. position in Q2 2026.
Cooper Companies made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #483 holding.
184 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.