CWM
COOP

CarsonAllaria Wealth Management’s Mr. Cooper COOP Stock Holding History

CarsonAllaria Wealth Management’s Portfolio COOP Stock Details COOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-186
Closed -$27.8K – 131
2025
Q2 		$27.8K Hold
186
– – 0.01% 169
2025
Q1 		$22.2K Buy
186
+40
+27% +$4.18K 0.01% 183
2024
Q4 		$14K Buy
146
+18
+14% +$1.71K 0.01% 224
2024
Q3 		$11.8K Buy
+128
New +$11.3K 0.01% 247

Other funds holding COOP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CarsonAllaria Wealth Management's COOP Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Mr. Cooper (COOP) in Q3 2025, closing a stake of 186 shares — an estimated $27.8K sold.

CarsonAllaria Wealth Management first reported a position in COOP in Q3 2024 and held it in 4 quarters. The position peaked at $27.8K in Q2 2025. 423 funds tracked by Wall St. Rank hold COOP as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Mr. Cooper position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 186 Mr. Cooper shares in Q3 2025, an estimated $27.8K.
  • CarsonAllaria Wealth Management first reported a position in Mr. Cooper in Q3 2024 and held it in 4 quarters.
  • CarsonAllaria Wealth Management's Mr. Cooper position peaked at $27.8K in Q2 2025.
  • 423 funds tracked by Wall St. Rank held Mr. Cooper as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.