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Mowery & Schoenfeld Wealth Management’s Copart CPRT Stock Holding History

Mowery & Schoenfeld 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
2026
Q1 		– Sell
-119
Closed -$4.66K – 384
2025
Q4 		$4.66K Hold
119
– – 0.01% 330
2025
Q3 		$5.35K Hold
119
– – 0.01% 279
2025
Q2 		$5.84K Hold
119
– – 0.01% 262
2025
Q1 		$6.74K Sell
119
-16
-12% -$900 0.01% 299
2024
Q4 		$7.75K Buy
+135
New +$7.69K 0.02% 253

Other funds holding CPRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $204B AUM 27.99% 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 $609B AUM 40.19% 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

Mowery & Schoenfeld Wealth Management's CPRT Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Copart (CPRT) in Q1 2026, closing a stake of 119 shares — an estimated $4.66K sold.

Mowery & Schoenfeld Wealth Management first reported a position in CPRT in Q4 2024 and held it in 5 quarters. The position peaked at $7.75K in Q4 2024. 1,079 funds tracked by Wall St. Rank hold CPRT as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Copart position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 119 Copart shares in Q1 2026, an estimated $4.66K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Copart in Q4 2024 and held it in 5 quarters.
  • Mowery & Schoenfeld Wealth Management's Copart position peaked at $7.75K in Q4 2024.
  • 1,079 funds tracked by Wall St. Rank held Copart as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.