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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Congress Wealth Management reduced its Copart (CPRT) stake by 64% in Q2 2025, selling an estimated $12.2M and leaving 121,095 shares worth $5.94M. The position accounts for 0.06% of the portfolio, ranked #354.

Congress Wealth Management first reported a position in CPRT in Q4 2021 and has held it in 15 quarters since. The position peaked at $23.1M in Q1 2024. 1,188 funds tracked by Wall St. Rank hold CPRT as of Q2 2025.

  • Congress Wealth Management held 121,095 shares of Copart worth $5.94M as of Q2 2025.
  • Congress Wealth Management sold 217,951 Copart shares in Q2 2025, an estimated $12.2M.
  • Copart made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #354 holding.
  • Congress Wealth Management first reported a position in Copart in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Copart position peaked at $23.1M in Q1 2024.
  • 1,188 funds tracked by Wall St. Rank held Copart as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.