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Centricity Wealth Management’s Copart CPRT Stock Holding History

Centricity 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
Q2 		$6.28K Hold
128
– – 0.01% 359
2025
Q1 		$7.24K Hold
128
– – 0.01% 349
2024
Q4 		$7.35K Buy
+128
New +$7.29K 0.01% 356

Other funds holding CPRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Centricity Wealth Management's CPRT Position: Q2 2025 in Review

Centricity Wealth Management held its Copart (CPRT) position steady in Q2 2025 at 128 shares worth $6.28K. The position accounts for 0.01% of the portfolio, ranked #359.

Centricity Wealth Management first reported a position in CPRT in Q4 2024 and has held it in 3 quarters since. The position peaked at $7.35K in Q4 2024. 1,188 funds tracked by Wall St. Rank hold CPRT as of Q2 2025.

  • Centricity Wealth Management held 128 shares of Copart worth $6.28K as of Q2 2025.
  • Centricity Wealth Management left its Copart share count unchanged in Q2 2025.
  • Copart made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #359 holding.
  • Centricity Wealth Management first reported a position in Copart in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Copart position peaked at $7.35K in Q4 2024.
  • 1,188 funds tracked by Wall St. Rank held Copart as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.