AWM
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AE Wealth Management’s Copart CPRT Stock Holding History

AE Wealth Management’s Portfolio CPRT Stock Details CPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-19,390
Closed -$759K – 2610
2025
Q4 		$759K Sell
19,390
-59,246
-75% -$2.46M ﹤0.01% 893
2025
Q3 		$3.54M Buy
78,636
+18,146
+30% +$855K 0.02% 424
2025
Q2 		$2.97M Buy
60,490
+37,027
+158% +$2.07M 0.02% 451
2025
Q1 		$1.33M Buy
23,463
+6,718
+40% +$378K 0.01% 642
2024
Q4 		$961K Buy
16,745
+4,358
+35% +$248K 0.01% 709
2024
Q3 		$649K Buy
12,387
+2,766
+29% +$144K 0.01% 811
2024
Q2 		$521K Buy
+9,621
New +$525K 0.01% 875
2024
Q1 		– Sell
-18,796
Closed -$903K – 1313
2023
Q4 		$903K Sell
18,796
-707
-4% -$33.4K ﹤0.01% 1196
2023
Q3 		$840K Sell
19,503
-929
-5% -$41.3K 0.01% 1170
2023
Q2 		$932K Buy
20,432
+6,530
+47% +$271K 0.01% 1115
2023
Q1 		$523K Buy
13,902
+84
+0.6% +$2.86K ﹤0.01% 1342
2022
Q4 		$421K Buy
13,818
+146
+1% +$4.37K ﹤0.01% 1375
2022
Q3 		$364K Buy
13,672
+260
+2% +$7.74K ﹤0.01% 1397
2022
Q2 		$364K Buy
13,412
+1,032
+8% +$29.4K ﹤0.01% 1355
2022
Q1 		$388K Buy
12,380
+492
+4% +$15.6K ﹤0.01% 1313
2021
Q4 		$451K Sell
11,888
-12
-0.1% -$445 ﹤0.01% 1282
2021
Q3 		$413K Sell
11,900
-216
-2% -$7.72K ﹤0.01% 1249
2021
Q2 		$399K Sell
12,116
-104
-0.9% -$3.22K ﹤0.01% 1225
2021
Q1 		$332K Buy
12,220
+1,240
+11% +$35K ﹤0.01% 1217
2020
Q4 		$349K Buy
10,980
+540
+5% +$15.7K ﹤0.01% 1081
2020
Q3 		$274K Sell
10,440
-28
-0.3% -$678 ﹤0.01% 1072
2020
Q2 		$218K Sell
10,468
-8,388
-44% -$168K ﹤0.01% 1128
2020
Q1 		$323K Buy
+18,856
New +$420K 0.01% 857

Other funds holding CPRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's CPRT Position: Q1 2026 in Review

AE Wealth Management sold out of Copart (CPRT) in Q1 2026, closing a stake of 19,390 shares — an estimated $759K sold.

AE Wealth Management first reported a position in CPRT in Q1 2020 and held it in 23 quarters. The position peaked at $3.54M in Q3 2025. 1,080 funds tracked by Wall St. Rank hold CPRT as of Q1 2026.

  • AE Wealth Management reported no remaining Copart position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 19,390 Copart shares in Q1 2026, an estimated $759K.
  • AE Wealth Management first reported a position in Copart in Q1 2020 and held it in 23 quarters.
  • AE Wealth Management's Copart position peaked at $3.54M in Q3 2025.
  • 1,080 funds tracked by Wall St. Rank held Copart as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.