Envestnet Portfolio Solutions
COOP

Envestnet Portfolio Solutions’s Mr. Cooper COOP Stock Holding History

Envestnet Portfolio Solutions’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
-2,011
Closed -$300K – 1467
2025
Q2 		$300K Sell
2,011
-668
-25% -$85.6K ﹤0.01% 1333
2025
Q1 		$320K Buy
+2,679
New +$280K ﹤0.01% 1253

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

Envestnet Portfolio Solutions's COOP Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Mr. Cooper (COOP) in Q3 2025, closing a stake of 2,011 shares — an estimated $300K sold.

Envestnet Portfolio Solutions first reported a position in COOP in Q1 2025 and held it in 2 quarters. The position peaked at $320K in Q1 2025. 423 funds tracked by Wall St. Rank hold COOP as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining Mr. Cooper position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,011 Mr. Cooper shares in Q3 2025, an estimated $300K.
  • Envestnet Portfolio Solutions first reported a position in Mr. Cooper in Q1 2025 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's Mr. Cooper position peaked at $320K in Q1 2025.
  • 423 funds tracked by Wall St. Rank held Mr. Cooper as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.