COO COOPER COMPANIES INC

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  16 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported COOPER COMPANIES INC (COO) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.97% in 2025 Q1. The latest visible filing shows COO at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this COO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in COOPER COMPANIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

COO was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BALDWIN WEALTH PARTNERS LLC/MA held COO — position size vs. price
% of Fund (quarterly)    COO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 25,555 -141,836 -84.7% 0.11% $1.8M 2025-10-14 $71.21
2025 Q2 ADDED 167,391 +2,810 +1.7% 0.81% $11.9M 2025-07-24 $73.80
2025 Q1 ADDED 164,581 +50,862 +44.7% 0.97% $13.9M 2025-04-14 $78.76
2024 Q4 ADDED 113,719 +13,926 +14.0% 0.72% $10.5M 2025-01-22 $95.18
2024 Q3 ADDED 99,793 +4,811 +5.1% 0.75% $11.0M 2024-10-16 $108.56
2024 Q2 REDUCED 94,982 -5,620 -5.6% 0.65% $8.3M 2024-07-12 $90.81
2024 Q1 ADDED 100,602 +75,779 +305.3% 0.77% $10.2M 2024-04-12 $93.52
2023 Q4 ADDED 24,823 +24,445 +6466.9% 0.74% $9.4M 2024-01-08 $93.39
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and COO

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning COO?

BALDWIN WEALTH PARTNERS LLC/MA reported COO across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported COO position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for COO was 0.97% in 2025 Q1.

What is the latest reported COO position on this page?

The most recent filing on this page is 2025 Q3, when BALDWIN WEALTH PARTNERS LLC/MA reported 25,555 shares, equal to 0.11% of portfolio, with an estimated market value of $1.8M.

What does the chart on this COO ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly COO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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