Ownership history in Wallace Advisory Group, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Wallace Advisory Group, LLC reported a position in COOPER COS INC (COO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 3,015 | -657 | -17.9% | 0.17% | $215K | $68.56 |
| 2025 Q2 | ADDED | 3,672 | +383 | +11.6% | 0.22% | $310K | $71.16 |
| 2025 Q1 | ADDED | 3,289 | +117 | +3.7% | 0.21% | $302K | $84.35 |
| 2024 Q4 | REDUCED | 3,172 | -55 | -1.7% | 0.24% | $350K | $91.93 |
As of 2025 Q4 — sorted by position size