Cornerstone Planning Group’s Copart CPRT Stock Holding History

Cornerstone Planning Group’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	$33.3K	Buy	1,004 +191	+23%	+$7.18K	﹤0.01%	511
2025 Q4	$33K	Buy	813 +83	+11%	+$3.44K	0.01%	445
2025 Q3	$31K	Buy	730 +256	+54%	+$12.1K	0.01%	457
2025 Q2	$22.1K	Sell	474 -355	-43%	-$19.9K	﹤0.01%	400
2025 Q1	$50.6K	Buy	829 +281	+51%	+$15.8K	0.01%	238
2024 Q4	$31.6K	Buy	548 +109	+25%	+$6.21K	0.01%	243
2024 Q3	$22.9K	Buy	439 +24	+6%	+$1.25K	0.01%	281
2024 Q2	$21.1K	Sell	415 -151	-27%	-$8.24K	0.01%	308
2024 Q1	$31.2K	Sell	566 -183	-24%	-$9.41K	0.01%	233
2023 Q4	$36.7K	Sell	749 -69	-8%	-$3.26K	0.01%	224
2023 Q3	$35.2K	Sell	818 -6	-0.7%	-$267	0.01%	223
2023 Q2	$37.6K	Buy	+824	New	+$34.2K	0.01%	297
2022 Q4	$39.6K	Buy	+1,288	New	+$38.6K	0.02%	302

Other funds holding CPRT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return