Apriem Advisors’s Copart CPRT Stock Holding History

Apriem Advisors’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	-142,399	Closed	-$5.57M	–	190
2025 Q4	$5.57M	Sell	142,399 -7,327	-5%	-$304K	0.51%	41
2025 Q3	$6.73M	Buy	149,726 +144,029	+2,528%	+$6.79M	0.64%	39
2025 Q2	$280K	Buy	+5,697	New	+$319K	0.03%	152

Other funds holding CPRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Apriem Advisors's CPRT Position: Q1 2026 in Review

Apriem Advisors sold out of Copart (CPRT) in Q1 2026, closing a stake of 142,399 shares — an estimated $5.57M sold.

Apriem Advisors first reported a position in CPRT in Q2 2025 and held it in 3 quarters. The position peaked at $6.73M in Q3 2025. 1,077 funds tracked by Wall St. Rank hold CPRT as of Q1 2026.

Apriem Advisors reported no remaining Copart position as of Q1 2026 after selling out during the quarter.
Apriem Advisors sold 142,399 Copart shares in Q1 2026, an estimated $5.57M.
Apriem Advisors first reported a position in Copart in Q2 2025 and held it in 3 quarters.
Apriem Advisors's Copart position peaked at $6.73M in Q3 2025.
1,077 funds tracked by Wall St. Rank held Copart as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.