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Independent Solutions Wealth Management’s Copart CPRT Stock Holding History

Independent Solutions 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
-4,323
Closed -$212K – 179
2025
Q2 		$212K Sell
4,323
-64,429
-94% -$3.61M 0.04% 172
2025
Q1 		$3.89M Buy
68,752
+852
+1% +$47.9K 0.87% 31
2024
Q4 		$3.9M Buy
67,900
+1,286
+2% +$73.2K 0.85% 32
2024
Q3 		$3.49M Sell
66,614
-1,965
-3% -$102K 0.79% 35
2024
Q2 		$3.71M Buy
68,579
+573
+0.8% +$31.3K 0.85% 33
2024
Q1 		$3.94M Sell
68,006
-4,157
-6% -$214K 0.94% 31
2023
Q4 		$3.54M Sell
72,163
-308
-0.4% -$14.5K 0.91% 30
2023
Q3 		$3.12M Sell
72,471
-415
-0.6% -$18.4K 0.81% 31
2023
Q2 		$3.32M Sell
72,886
-1,236
-2% -$51.2K 0.84% 27
2023
Q1 		$2.79M Sell
74,122
-1,182
-2% -$40.2K 0.82% 30
2022
Q4 		$2.29M Sell
75,304
-9,428
-11% -$282K 0.7% 38
2022
Q3 		$2.25M Buy
84,732
+6,060
+8% +$180K 0.74% 34
2022
Q2 		$2.14M Sell
78,672
-3,720
-5% -$106K 0.67% 35
2022
Q1 		$2.58M Sell
82,392
-4,412
-5% -$140K 0.61% 41
2021
Q4 		$3.29M Sell
86,804
-2,180
-2% -$80.9K 0.78% 32
2021
Q3 		$3.09M Sell
88,984
-5,960
-6% -$213K 0.76% 35
2021
Q2 		$3.13M Buy
94,944
+2,412
+3% +$74.8K 0.76% 33
2021
Q1 		$2.51M Buy
92,532
+7,724
+9% +$218K 0.69% 34
2020
Q4 		$2.7M Buy
84,808
+320
+0.4% +$9.32K 0.84% 29
2020
Q3 		$2.22M Buy
84,488
+16,332
+24% +$396K 0.85% 29
2020
Q2 		$1.42M Buy
68,156
+6,520
+11% +$131K 0.61% 39
2020
Q1 		$1.06M Buy
61,636
+1,948
+3% +$43.4K 0.58% 36
2019
Q4 		$1.36M Buy
+59,688
New +$1.27M 0.6% 35

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

Independent Solutions Wealth Management's CPRT Position: Q3 2025 in Review

Independent Solutions Wealth Management sold out of Copart (CPRT) in Q3 2025, closing a stake of 4,323 shares — an estimated $212K sold.

Independent Solutions Wealth Management first reported a position in CPRT in Q4 2019 and held it in 23 quarters. The position peaked at $3.94M in Q1 2024. 1,145 funds tracked by Wall St. Rank hold CPRT as of Q3 2025.

  • Independent Solutions Wealth Management reported no remaining Copart position as of Q3 2025 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 4,323 Copart shares in Q3 2025, an estimated $212K.
  • Independent Solutions Wealth Management first reported a position in Copart in Q4 2019 and held it in 23 quarters.
  • Independent Solutions Wealth Management's Copart position peaked at $3.94M in Q1 2024.
  • 1,145 funds tracked by Wall St. Rank held Copart as of Q3 2025.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.