Concord Wealth Partners’s Copart CPRT Stock Holding History

Concord Wealth Partners’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 Q4	–	Sell	-110	Closed	-$4.95K	–	856
2025 Q3	$4.95K	Hold	110	–	–	﹤0.01%	624
2025 Q2	$5.4K	Hold	110	–	–	﹤0.01%	621
2025 Q1	$6.22K	Hold	110	–	–	﹤0.01%	560
2024 Q4	$6.31K	Hold	110	–	–	﹤0.01%	575
2024 Q3	$5.76K	Buy	+110	New	+$5.71K	﹤0.01%	614
2023 Q2	–	Sell	-1,004	Closed	-$37.8K	–	1040
2023 Q1	$37.8K	Hold	1,004	–	–	0.01%	385
2022 Q4	$30.6K	Buy	+1,004	New	+$30.1K	0.01%	465
2022 Q3	–	Sell	-1,004	Closed	-$27K	–	343
2022 Q2	$27K	Hold	1,004	–	–	0.01%	477
2022 Q1	$31K	Hold	1,004	–	–	0.01%	528
2021 Q4	$38K	Buy	+1,004	New	+$37.3K	0.01%	502
2021 Q2	–	Sell	-20	Closed	-$1K	–	1055
2021 Q1	$1K	Buy	+20	New	+$564	﹤0.01%	893

Other funds holding CPRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concord Wealth Partners's CPRT Position: Q4 2025 in Review

Concord Wealth Partners sold out of Copart (CPRT) in Q4 2025, closing a stake of 110 shares — an estimated $4.95K sold.

Concord Wealth Partners first reported a position in CPRT in Q1 2021 and held it in 11 quarters. The position peaked at $38K in Q4 2021. 1,142 funds tracked by Wall St. Rank hold CPRT as of Q4 2025.

Concord Wealth Partners reported no remaining Copart position as of Q4 2025 after selling out during the quarter.
Concord Wealth Partners sold 110 Copart shares in Q4 2025, an estimated $4.95K.
Concord Wealth Partners first reported a position in Copart in Q1 2021 and held it in 11 quarters.
Concord Wealth Partners's Copart position peaked at $38K in Q4 2021.
1,142 funds tracked by Wall St. Rank held Copart as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.