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FSM Wealth Advisors’s Copart CPRT Stock Holding History

FSM Wealth Advisors’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 		– Sell
-4,649
Closed -$263K – 290
2025
Q1 		$263K Buy
4,649
+218
+5% +$12.3K 0.06% 169
2024
Q4 		$250K Buy
4,431
+80
+2% +$4.56K 0.06% 156
2024
Q3 		$228K Buy
4,351
+356
+9% +$18.5K 0.06% 163
2024
Q2 		$216K Sell
3,995
-11
-0.3% -$600 0.07% 148
2024
Q1 		$232K Buy
+4,006
New +$206K 0.08% 144
2023
Q3 		– Sell
-6,482
Closed -$294K – 147
2023
Q2 		$294K Sell
6,482
-52
-0.8% -$2.16K 0.15% 122
2023
Q1 		$246K Buy
+6,534
New +$222K 0.14% 131

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
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

FSM Wealth Advisors's CPRT Position: Q2 2025 in Review

FSM Wealth Advisors sold out of Copart (CPRT) in Q2 2025, closing a stake of 4,649 shares — an estimated $263K sold.

FSM Wealth Advisors first reported a position in CPRT in Q1 2023 and held it in 7 quarters. The position peaked at $294K in Q2 2023. 1,187 funds tracked by Wall St. Rank hold CPRT as of Q2 2025.

  • FSM Wealth Advisors reported no remaining Copart position as of Q2 2025 after selling out during the quarter.
  • FSM Wealth Advisors sold 4,649 Copart shares in Q2 2025, an estimated $263K.
  • FSM Wealth Advisors first reported a position in Copart in Q1 2023 and held it in 7 quarters.
  • FSM Wealth Advisors's Copart position peaked at $294K in Q2 2023.
  • 1,187 funds tracked by Wall St. Rank held Copart as of Q2 2025.

Based on FSM Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.