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Creative Planning COO Position History
The Cooper Companies, Inc. • Healthcare
Quarters held
8
Latest value
$4.3M
Q3 2026
Peak value
$9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q3 2025 | $11K |
| Q4 2025 | $2.9M |
| Q1 2026 | $5.9M |
| Q2 2026 | $158K |
| Q2 2026 | $9M |
| Q3 2026 | $100K |
| Q3 2026 | $4.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.3M | 76.4K | — | — |
| Q3 2026 | $100K | 1.8K | — | — |
| Q2 2026 | $9M | 125.2K | — | — |
| Q2 2026 | $158K | 2.2K | — | — |
| Q1 2026 | $5.9M | 82.9K | — | — |
| Q4 2025 | $2.9M | 35.8K | — | — |
| Q3 2025 | $11K | 154 | — | — |
| Q3 2025 | $1M | 14.6K | — | — |
Other funds holding COO
$637.7M
$637.7M
$626.9M
$492.5M
$342.5M
$288.7M
$285.9M