Annex Advisory Services’s Copart CPRT Stock Holding History

Annex Advisory Services’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
2025 Q4	–	Sell	-78,127	Closed	-$3.51M	–	359
2025 Q3	$3.51M	Buy	78,127 +5,887	+8%	+$277K	0.07%	107
2025 Q2	$3.54M	Buy	+72,240	New	+$4.04M	0.09%	101

Other funds holding CPRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Annex Advisory Services's CPRT Position: Q4 2025 in Review

Annex Advisory Services sold out of Copart (CPRT) in Q4 2025, closing a stake of 78,127 shares — an estimated $3.51M sold.

Annex Advisory Services first reported a position in CPRT in Q2 2025 and held it in 2 quarters. The position peaked at $3.54M in Q2 2025. 1,142 funds tracked by Wall St. Rank hold CPRT as of Q4 2025.

Annex Advisory Services reported no remaining Copart position as of Q4 2025 after selling out during the quarter.
Annex Advisory Services sold 78,127 Copart shares in Q4 2025, an estimated $3.51M.
Annex Advisory Services first reported a position in Copart in Q2 2025 and held it in 2 quarters.
Annex Advisory Services's Copart position peaked at $3.54M in Q2 2025.
1,142 funds tracked by Wall St. Rank held Copart as of Q4 2025.

Based on Annex Advisory Services's 13F filing for Q4 2025, filed 26 Jan 2026.