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Forum Financial Management’s Copart CPRT Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-9,405
Closed -$368K – 483
2025
Q4 		$368K Sell
9,405
-2,741
-23% -$114K ﹤0.01% 639
2025
Q3 		$546K Buy
12,146
+3,827
+46% +$180K 0.01% 426
2025
Q2 		$408K Sell
8,319
-512
-6% -$28.7K 0.01% 498
2025
Q1 		$500K Buy
8,831
+3,308
+60% +$186K 0.01% 371
2024
Q4 		$317K Buy
5,523
+3
+0.1% +$171 0.01% 583
2024
Q3 		$289K Buy
5,520
+124
+2% +$6.44K ﹤0.01% 534
2024
Q2 		$292K Buy
5,396
+4
+0.1% +$218 0.01% 492
2024
Q1 		$312K Sell
5,392
-16
-0.3% -$823 0.01% 485
2023
Q4 		$265K Buy
5,408
+16
+0.3% +$756 0.01% 511
2023
Q3 		$232K Sell
5,392
-48
-0.9% -$2.13K 0.01% 524
2023
Q2 		$248K Buy
5,440
+48
+0.9% +$1.99K 0.01% 507
2023
Q1 		$203K Buy
+5,392
New +$183K 0.01% 568
2022
Q1 		– Sell
-5,600
Closed -$212K – 623
2021
Q4 		$212K Buy
+5,600
New +$208K 0.01% 590

Other funds holding CPRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's CPRT Position: Q1 2026 in Review

Forum Financial Management sold out of Copart (CPRT) in Q1 2026, closing a stake of 9,405 shares — an estimated $368K sold.

Forum Financial Management first reported a position in CPRT in Q4 2021 and held it in 13 quarters. The position peaked at $546K in Q3 2025. 1,080 funds tracked by Wall St. Rank hold CPRT as of Q1 2026.

  • Forum Financial Management reported no remaining Copart position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 9,405 Copart shares in Q1 2026, an estimated $368K.
  • Forum Financial Management first reported a position in Copart in Q4 2021 and held it in 13 quarters.
  • Forum Financial Management's Copart position peaked at $546K in Q3 2025.
  • 1,080 funds tracked by Wall St. Rank held Copart as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.