Heritage Wealth Advisors »

Cooper Cos shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of Cooper Cos (COO) shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in Cooper Cos

Tip: Access up to 7 years of quarterly data

All positions including Cooper Cos held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cooper Cos by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 25k 81.96

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
iShares Core MSCI EAFE Etf (IEFA)
Sprott Physical Gold Trust Unit Ut (PHYS)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Raytheon Technologies Corp (RTX)
iShares Russell Midcap Value Etf (IWS)
Apple (AAPL)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Johnson & Johnson (JNJ)
MasterCard Incorporated (MA)
Merck & Co (MRK)
Berkshire Hathaway Cl B CL B (BRK.B)
Amazon (AMZN)
iShares Core MSCI Emerging Markets ETF Etf (IEMG)

View all positions for Heritage Wealth Advisors

Top funds holding Cooper Cos

Vanguard Group
BlackRock
Capital World Investors
T. Rowe Price Investment Management
State Street Corporation
Kayne Anderson Rudnick Investment Management
Wellington Management Company
Geode Capital Management
Franklin Resources
Browning West
Neuberger Berman Group
JANA Partners Management
Henderson Group
Sustainable Growth Advisers
Diamond Hill Capital Management

View all funds holding Cooper Cos