Avion Wealth’s Copart CPRT Stock Holding History

Avion Wealth’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	$5K	Sell	175 -24	-12%	-$902	﹤0.01%	652
2025 Q4	$7K	Sell	199 -21	-10%	-$871	﹤0.01%	574
2025 Q3	$9K	Buy	220 +27	+14%	+$1.27K	﹤0.01%	497
2025 Q2	$9K	Buy	193 +23	+14%	+$1.29K	﹤0.01%	494
2025 Q1	$9K	Hold	170	–	–	﹤0.01%	412
2024 Q4	$9K	Buy	170 +11	+7%	+$626	﹤0.01%	411
2024 Q3	$8K	Buy	159 +12	+8%	+$623	﹤0.01%	406
2024 Q2	$7K	Buy	147 +9	+7%	+$491	﹤0.01%	393
2024 Q1	$8K	Buy	138 +29	+27%	+$1.49K	﹤0.01%	347
2023 Q4	$5K	Buy	109 +8	+8%	+$378	﹤0.01%	393
2023 Q3	$3K	Buy	101 +15	+17%	+$667	﹤0.01%	414
2023 Q2	$3K	Buy	86 +68	+378%	+$2.82K	﹤0.01%	413
2023 Q1	$0	Buy	+18	New	+$612	﹤0.01%	572

Other funds holding CPRT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Principal Financial Group

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

Geode Capital Management

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

Bank of New York Mellon

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

Capital World Investors

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return