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BOLTON SECURITIES CORPORATION’s Cooper Companies COO Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$67.8K Hold
1,200
– – ﹤0.01% 1242
2026
Q2 		$86.1K Hold
1,200
– – ﹤0.01% 1160
2026
Q1 		$85.8K Buy
+1,200
New +$94.9K ﹤0.01% 1084
2025
Q3 		$119K Buy
+1,737
New +$123K 0.01% 900
2025
Q1 		$214K Buy
+2,537
New +$227K 0.01% 679

Other funds holding COO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Findlay Park Partners
Findlay Park Partners London, United Kingdom $6.73B AUM 19.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's COO Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Cooper Companies (COO) position steady in Q3 2026 at 1,200 shares worth $67.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

BOLTON SECURITIES CORPORATION first reported a position in COO in Q1 2025 and has held it in 5 quarters since. The position peaked at $214K in Q1 2025. 391 funds tracked by Wall St. Rank hold COO as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,200 shares of Cooper Companies worth $67.8K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Cooper Companies share count unchanged in Q3 2026.
  • Cooper Companies made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1242 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Cooper Companies in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Cooper Companies position peaked at $214K in Q1 2025.
  • 391 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.