NewSquare Capital’s Copart CPRT Stock Holding History

NewSquare Capital’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	-102	Closed	-$5K	–	403
2025 Q2	$5K	Sell	102 -158	-61%	-$8.84K	﹤0.01%	810
2025 Q1	$14.7K	Buy	260 +194	+294%	+$10.9K	﹤0.01%	444
2024 Q4	$3.79K	Buy	+66	New	+$3.76K	﹤0.01%	407

Other funds holding CPRT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewSquare Capital's CPRT Position: Q3 2025 in Review

NewSquare Capital sold out of Copart (CPRT) in Q3 2025, closing a stake of 102 shares — an estimated $5K sold.

NewSquare Capital first reported a position in CPRT in Q4 2024 and held it in 3 quarters. The position peaked at $14.7K in Q1 2025. 1,145 funds tracked by Wall St. Rank hold CPRT as of Q3 2025.

NewSquare Capital reported no remaining Copart position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 102 Copart shares in Q3 2025, an estimated $5K.
NewSquare Capital first reported a position in Copart in Q4 2024 and held it in 3 quarters.
NewSquare Capital's Copart position peaked at $14.7K in Q1 2025.
1,145 funds tracked by Wall St. Rank held Copart as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.