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GeoWealth Management’s Copart CPRT Stock Holding History

GeoWealth 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
-3,497
Closed -$172K – 853
2025
Q2 		$172K Sell
3,497
-755
-18% -$42.3K 0.01% 706
2025
Q1 		$241K Sell
4,252
-232
-5% -$13.1K 0.01% 607
2024
Q4 		$257K Sell
4,484
-467
-9% -$26.6K 0.01% 669
2024
Q3 		$259K Sell
4,951
-338
-6% -$17.6K 0.01% 640
2024
Q2 		$286K Sell
5,289
-182
-3% -$9.94K 0.01% 596
2024
Q1 		$317K Buy
5,471
+1,341
+32% +$69K 0.01% 559
2023
Q4 		$202K Buy
+4,130
New +$195K 0.02% 505

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

GeoWealth Management's CPRT Position: Q3 2025 in Review

GeoWealth Management sold out of Copart (CPRT) in Q3 2025, closing a stake of 3,497 shares — an estimated $172K sold.

GeoWealth Management first reported a position in CPRT in Q4 2023 and held it in 7 quarters. The position peaked at $317K in Q1 2024. 1,145 funds tracked by Wall St. Rank hold CPRT as of Q3 2025.

  • GeoWealth Management reported no remaining Copart position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 3,497 Copart shares in Q3 2025, an estimated $172K.
  • GeoWealth Management first reported a position in Copart in Q4 2023 and held it in 7 quarters.
  • GeoWealth Management's Copart position peaked at $317K in Q1 2024.
  • 1,145 funds tracked by Wall St. Rank held Copart as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.