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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

Other funds holding CPRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cherry Tree Wealth Management's CPRT Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Copart (CPRT) position steady in Q1 2026 at 8 shares worth $266. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Cherry Tree Wealth Management first reported a position in CPRT in Q2 2023 and has held it in 12 quarters since. The position peaked at $464 in Q1 2024. 1,082 funds tracked by Wall St. Rank hold CPRT as of Q1 2026.

  • Cherry Tree Wealth Management held 8 shares of Copart worth $266 as of Q1 2026.
  • Cherry Tree Wealth Management left its Copart share count unchanged in Q1 2026.
  • Copart made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #576 holding.
  • Cherry Tree Wealth Management first reported a position in Copart in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Copart position peaked at $464 in Q1 2024.
  • 1,082 funds tracked by Wall St. Rank held Copart as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.