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Moneta Group Investment Advisors’s Copart CPRT Stock Holding History

Moneta Group Investment 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 		$246K Sell
7,404
-5,992
-45% -$225K ﹤0.01% 699
2025
Q4 		$524K Buy
13,396
+5,268
+65% +$218K ﹤0.01% 485
2025
Q3 		$366K Sell
8,128
-104
-1% -$4.9K ﹤0.01% 569
2025
Q2 		$404K Sell
8,232
-1,041
-11% -$58.3K ﹤0.01% 489
2025
Q1 		$525K Sell
9,273
-28
-0.3% -$1.58K 0.01% 403
2024
Q4 		$534K Buy
9,301
+2,958
+47% +$168K 0.01% 401
2024
Q3 		$332K Sell
6,343
-2,494
-28% -$130K ﹤0.01% 491
2024
Q2 		$479K Buy
8,837
+2,828
+47% +$154K 0.01% 400
2024
Q1 		$348K Sell
6,009
-1,024
-15% -$52.7K 0.01% 441
2023
Q4 		$345K Buy
7,033
+1,643
+30% +$77.6K 0.01% 411
2023
Q3 		$232K Sell
5,390
-2,292
-30% -$102K 0.01% 455
2023
Q2 		$350K Buy
7,682
+580
+8% +$24K 0.01% 400
2023
Q1 		$267K Buy
+7,102
New +$241K 0.01% 444
2022
Q3 		– Sell
-8,320
Closed -$226K – 443
2022
Q2 		$226K Buy
8,320
+540
+7% +$15.4K 0.01% 424
2022
Q1 		$244K Sell
7,780
-716
-8% -$22.7K 0.01% 390
2021
Q4 		$322K Buy
+8,496
New +$315K 0.01% 368
2018
Q2 		– Sell
-6,200
Closed -$79K – 437
2018
Q1 		$79K Buy
+6,200
New +$71.7K 0.01% 275
2015
Q4 		– Sell
-1,200
Closed -$5K – 199
2015
Q3 		$5K Buy
+1,200
New +$5.3K ﹤0.01% 476

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

Moneta Group Investment Advisors's CPRT Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Copart (CPRT) stake by 45% in Q1 2026, selling an estimated $225K and leaving 7,404 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Moneta Group Investment Advisors first reported a position in CPRT in Q3 2015 and has held it in 18 quarters since. The position peaked at $534K in Q4 2024. 1,077 funds tracked by Wall St. Rank hold CPRT as of Q1 2026.

  • Moneta Group Investment Advisors held 7,404 shares of Copart worth $246K as of Q1 2026.
  • Moneta Group Investment Advisors sold 5,992 Copart shares in Q1 2026, an estimated $225K.
  • Copart made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #699 holding.
  • Moneta Group Investment Advisors first reported a position in Copart in Q3 2015 and has held it in 18 quarters since.
  • Moneta Group Investment Advisors's Copart position peaked at $534K in Q4 2024.
  • 1,077 funds tracked by Wall St. Rank held Copart as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.