Congress Wealth Management’s Copart CPRT Stock Holding History

Congress 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	$5.94M	Sell	121,095 -217,951	-64%	-$12.2M	0.06%	354
2025 Q1	$19.2M	Sell	339,046 -9,382	-3%	-$528K	0.23%	116
2024 Q4	$20M	Sell	348,428 -18,371	-5%	-$1.05M	0.27%	98
2024 Q3	$19.2M	Sell	366,799 -19,754	-5%	-$1.03M	0.26%	101
2024 Q2	$20.9M	Sell	386,553 -11,850	-3%	-$647K	0.33%	72
2024 Q1	$23.1M	Sell	398,403 -13,438	-3%	-$691K	0.4%	60
2023 Q4	$20.2M	Sell	411,841 -6,506	-2%	-$307K	0.37%	59
2023 Q3	$18M	Buy	418,347 +25,919	+7%	+$1.15M	0.37%	58
2023 Q2	$17.9M	Sell	392,428 -23,940	-6%	-$992K	0.41%	52
2023 Q1	$15.7M	Sell	416,368 -10,250	-2%	-$349K	0.38%	58
2022 Q4	$13M	Sell	426,618 -10,926	-2%	-$327K	0.33%	71
2022 Q3	$11.6M	Buy	437,544 +15,840	+4%	+$472K	0.31%	79
2022 Q2	$11.5M	Sell	421,704 -3,496	-0.8%	-$99.5K	0.29%	90
2022 Q1	$13.3M	Buy	425,200 +14,456	+4%	+$459K	0.29%	91
2021 Q4	$15.6M	Buy	+410,744	New	+$15.2M	0.31%	84

Other funds holding CPRT

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

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 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