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Cherrydale Wealth Management’s Copart CPRT Stock Holding History

Cherrydale 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 		– Sell
-4,208
Closed -$238K – 76
2025
Q1 		$238K Hold
4,208
– – 0.09% 58
2024
Q4 		$241K Hold
4,208
– – 0.09% 61
2024
Q3 		$220K Buy
4,208
+132
+3% +$6.85K 0.09% 60
2024
Q2 		$221K Sell
4,076
-82
-2% -$4.48K 0.1% 55
2024
Q1 		$241K Buy
+4,158
New +$214K 0.11% 51

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Cherrydale Wealth Management sold out of Copart (CPRT) in Q2 2025, closing a stake of 4,208 shares — an estimated $238K sold.

Cherrydale Wealth Management first reported a position in CPRT in Q1 2024 and held it in 5 quarters. The position peaked at $241K in Q4 2024. 1,187 funds tracked by Wall St. Rank hold CPRT as of Q2 2025.

  • Cherrydale Wealth Management reported no remaining Copart position as of Q2 2025 after selling out during the quarter.
  • Cherrydale Wealth Management sold 4,208 Copart shares in Q2 2025, an estimated $238K.
  • Cherrydale Wealth Management first reported a position in Copart in Q1 2024 and held it in 5 quarters.
  • Cherrydale Wealth Management's Copart position peaked at $241K in Q4 2024.
  • 1,187 funds tracked by Wall St. Rank held Copart as of Q2 2025.

Based on Cherrydale Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.