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Dynasty Wealth Management’s Copart CPRT Stock Holding History

Dynasty 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
Q3 		– Sell
-16,196
Closed -$795K – 316
2025
Q2 		$795K Buy
16,196
+1,802
+13% +$101K 0.01% 149
2025
Q1 		$815K Buy
14,394
+308
+2% +$17.3K 0.01% 165
2024
Q4 		$808K Buy
14,086
+927
+7% +$52.8K 0.01% 162
2024
Q3 		$690K Buy
+13,159
New +$683K 0.02% 162

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dynasty Wealth Management's CPRT Position: Q3 2025 in Review

Dynasty Wealth Management sold out of Copart (CPRT) in Q3 2025, closing a stake of 16,196 shares — an estimated $795K sold.

Dynasty Wealth Management first reported a position in CPRT in Q3 2024 and held it in 4 quarters. The position peaked at $815K in Q1 2025. 1,145 funds tracked by Wall St. Rank hold CPRT as of Q3 2025.

  • Dynasty Wealth Management reported no remaining Copart position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 16,196 Copart shares in Q3 2025, an estimated $795K.
  • Dynasty Wealth Management first reported a position in Copart in Q3 2024 and held it in 4 quarters.
  • Dynasty Wealth Management's Copart position peaked at $815K in Q1 2025.
  • 1,145 funds tracked by Wall St. Rank held Copart as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.