Litman Gregory Wealth Management’s Copart CPRT Stock Holding History

Litman Gregory 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 Q4	$6.66M	Buy	170,061 +1,241	+0.7%	+$51.5K	0.49%	41
2025 Q3	$7.59M	Buy	168,820 +993	+0.6%	+$46.8K	0.56%	37
2025 Q2	$8.24M	Buy	167,827 +2,978	+2%	+$167K	0.65%	35
2025 Q1	$9.33M	Sell	164,849 -1,362	-0.8%	-$76.6K	0.8%	31
2024 Q4	$9.54M	Sell	166,211 -3,800	-2%	-$216K	0.83%	32
2024 Q3	$8.91M	Buy	170,011 +6,775	+4%	+$352K	0.74%	34
2024 Q2	$8.84M	Buy	163,236 +239	+0.1%	+$13K	0.78%	32
2024 Q1	$9.44M	Sell	162,997 -1,102	-0.7%	-$56.7K	0.86%	31
2023 Q4	$8.04M	Buy	164,099 +4,744	+3%	+$224K	0.76%	32
2023 Q3	$6.87M	Buy	+159,355	New	+$7.08M	0.71%	32

Other funds holding CPRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Litman Gregory Wealth Management's CPRT Position: Q4 2025 in Review

Litman Gregory Wealth Management increased its Copart (CPRT) stake by 0.74% in Q4 2025, buying an estimated $51.5K and bringing the position to 170,061 shares worth $6.66M. The position accounts for 0.49% of the portfolio, ranked #41.

Litman Gregory Wealth Management first reported a position in CPRT in Q3 2023 and has held it in 10 quarters since. The position peaked at $9.54M in Q4 2024. 1,142 funds tracked by Wall St. Rank hold CPRT as of Q4 2025.

Litman Gregory Wealth Management held 170,061 shares of Copart worth $6.66M as of Q4 2025.
Litman Gregory Wealth Management bought 1,241 Copart shares in Q4 2025, an estimated $51.5K.
Copart made up 0.49% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #41 holding.
Litman Gregory Wealth Management first reported a position in Copart in Q3 2023 and has held it in 10 quarters since.
Litman Gregory Wealth Management's Copart position peaked at $9.54M in Q4 2024.
1,142 funds tracked by Wall St. Rank held Copart as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.