GA
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GoalVest Advisory’s Copart CPRT Stock Holding History

GoalVest Advisory’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
Q3 		$2.1K Buy
+77
New +$2.31K ﹤0.01% 649
2025
Q2 		– Sell
-16
Closed -$905 – 399
2025
Q1 		$905 Buy
+16
New +$900 ﹤0.01% 340
2024
Q2 		– Sell
-60
Closed -$3.48K – 337
2024
Q1 		$3.48K Buy
+60
New +$3.08K ﹤0.01% 354
2022
Q2 		– Sell
-12
Closed – – 353
2022
Q1 		$0 Buy
+12
New +$381 ﹤0.01% 397

Other funds holding CPRT

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return

GoalVest Advisory's CPRT Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Copart (CPRT) in Q3 2026: 77 shares worth $2.1K. The stake represents ﹤0.01% of the portfolio and ranks #649 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in CPRT as recently as Q1 2025.

GoalVest Advisory first reported a position in CPRT in Q1 2022 and has held it in 4 quarters since. The position peaked at $3.48K in Q1 2024. 28 funds tracked by Wall St. Rank hold CPRT as of Q3 2026.

  • GoalVest Advisory held 77 shares of Copart worth $2.1K as of Q3 2026.
  • Copart was a new GoalVest Advisory position in Q3 2026.
  • Copart made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #649 holding.
  • GoalVest Advisory first reported a position in Copart in Q1 2022 and has held it in 4 quarters since.
  • GoalVest Advisory's Copart position peaked at $3.48K in Q1 2024.
  • 28 funds tracked by Wall St. Rank held Copart as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.