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Cherry Tree Wealth Management’s Copart CPRT Stock Holding History

Cherry Tree 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
2026
Q1 		$266 Hold
8
– – ﹤0.01% 576
2025
Q4 		$314 Hold
8
– – ﹤0.01% 578
2025
Q3 		$360 Hold
8
– – ﹤0.01% 575
2025
Q2 		$393 Hold
8
– – ﹤0.01% 587
2025
Q1 		$453 Hold
8
– – ﹤0.01% 728
2024
Q4 		$460 Hold
8
– – ﹤0.01% 614
2024
Q3 		$420 Hold
8
– – ﹤0.01% 596
2024
Q2 		$434 Hold
8
– – ﹤0.01% 576
2024
Q1 		$464 Hold
8
– – ﹤0.01% 571
2023
Q4 		$392 Hold
8
– – ﹤0.01% 574
2023
Q3 		$345 Hold
8
– – ﹤0.01% 568
2023
Q2 		$365 Buy
+8
New +$332 ﹤0.01% 577

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BlackRock New York $5.7T 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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return