AWM
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Axxcess Wealth Management’s Copart CPRT Stock Holding History

Axxcess 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
2025
Q3 		– Sell
-4,668
Closed -$229K – 933
2025
Q2 		$229K Sell
4,668
-183
-4% -$10.2K 0.01% 799
2025
Q1 		$275K Sell
4,851
-9
-0.2% -$506 0.01% 711
2024
Q4 		$279K Sell
4,860
-1,883
-28% -$107K 0.01% 690
2024
Q3 		$353K Sell
6,743
-123
-2% -$6.39K 0.01% 638
2024
Q2 		$372K Sell
6,866
-452
-6% -$24.7K 0.01% 590
2024
Q1 		$424K Buy
7,318
+58
+0.8% +$2.98K 0.01% 583
2023
Q4 		$356K Sell
7,260
-326
-4% -$15.4K 0.01% 596
2023
Q3 		$327K Buy
7,586
+354
+5% +$15.7K 0.01% 578
2023
Q2 		$330K Sell
7,232
-1,188
-14% -$49.3K 0.02% 433
2023
Q1 		$317K Sell
8,420
-11,288
-57% -$384K 0.02% 466
2022
Q4 		$600K Buy
19,708
+1,512
+8% +$45.3K 0.05% 321
2022
Q3 		$484K Buy
18,196
+9,288
+104% +$277K 0.05% 325
2022
Q2 		$242K Sell
8,908
-9,000
-50% -$256K 0.02% 450
2022
Q1 		$562K Buy
17,908
+272
+2% +$8.64K 0.04% 332
2021
Q4 		$668K Buy
+17,636
New +$655K 0.05% 296

Other funds holding CPRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axxcess Wealth Management's CPRT Position: Q3 2025 in Review

Axxcess Wealth Management sold out of Copart (CPRT) in Q3 2025, closing a stake of 4,668 shares — an estimated $229K sold.

Axxcess Wealth Management first reported a position in CPRT in Q4 2021 and held it in 15 quarters. The position peaked at $668K in Q4 2021. 1,145 funds tracked by Wall St. Rank hold CPRT as of Q3 2025.

  • Axxcess Wealth Management reported no remaining Copart position as of Q3 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 4,668 Copart shares in Q3 2025, an estimated $229K.
  • Axxcess Wealth Management first reported a position in Copart in Q4 2021 and held it in 15 quarters.
  • Axxcess Wealth Management's Copart position peaked at $668K in Q4 2021.
  • 1,145 funds tracked by Wall St. Rank held Copart as of Q3 2025.

Based on Axxcess Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.