COO COOPER COS INC

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.

Peak position
0.24% (2024 Q4)
Avg. % of fund
0.2%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
11
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
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    COO price (monthly, adj. close)
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