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Marshall & Sterling Wealth Advisors’s Copart CPRT Stock Holding History

Marshall & Sterling 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
2026
Q1 		– Sell
-790
Closed -$30.9K – 350
2025
Q4 		$30.9K Hold
790
– – 0.02% 173
2025
Q3 		$35.5K Sell
790
-118
-13% -$5.56K 0.02% 209
2025
Q2 		$44.6K Hold
908
– – 0.03% 177
2025
Q1 		$51.4K Buy
908
+118
+15% +$6.64K 0.03% 153
2024
Q4 		$45.3K Buy
+790
New +$45K 0.03% 134

Other funds holding CPRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CPRT Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors sold out of Copart (CPRT) in Q1 2026, closing a stake of 790 shares — an estimated $30.9K sold.

Marshall & Sterling Wealth Advisors first reported a position in CPRT in Q4 2024 and held it in 5 quarters. The position peaked at $51.4K in Q1 2025. 1,076 funds tracked by Wall St. Rank hold CPRT as of Q1 2026.

  • Marshall & Sterling Wealth Advisors reported no remaining Copart position as of Q1 2026 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 790 Copart shares in Q1 2026, an estimated $30.9K.
  • Marshall & Sterling Wealth Advisors first reported a position in Copart in Q4 2024 and held it in 5 quarters.
  • Marshall & Sterling Wealth Advisors's Copart position peaked at $51.4K in Q1 2025.
  • 1,076 funds tracked by Wall St. Rank held Copart as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.