Optimum Investment Advisors’s Copart CPRT Stock Holding History

Optimum 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
2025 Q3	$23K	Hold	512	–	–	0.01%	428
2025 Q2	$25.1K	Hold	512	–	–	0.01%	417
2025 Q1	$29K	Hold	512	–	–	0.01%	395
2024 Q4	$29.4K	Hold	512	–	–	0.01%	389
2024 Q3	$26.8K	Buy	512 +300	+142%	+$15.6K	0.01%	414
2024 Q2	$11.5K	Hold	212	–	–	0.01%	509
2024 Q1	$12.3K	Hold	212	–	–	0.01%	503
2023 Q4	$10.4K	Hold	212	–	–	0.01%	511
2023 Q3	$9.13K	Hold	212	–	–	﹤0.01%	552
2023 Q2	$9.67K	Hold	212	–	–	﹤0.01%	557
2023 Q1	$7.97K	Hold	212	–	–	﹤0.01%	581
2022 Q4	$6.45K	Hold	212	–	–	﹤0.01%	605
2022 Q3	$6K	Hold	212	–	–	﹤0.01%	630
2022 Q2	$6K	Hold	212	–	–	﹤0.01%	647
2022 Q1	$7K	Buy	+212	New	+$6.73K	﹤0.01%	683

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

Optimum Investment Advisors's CPRT Position: Q3 2025 in Review

Optimum Investment Advisors held its Copart (CPRT) position steady in Q3 2025 at 512 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #428.

Optimum Investment Advisors first reported a position in CPRT in Q1 2022 and has held it in 15 quarters since. The position peaked at $29.4K in Q4 2024. 1,146 funds tracked by Wall St. Rank hold CPRT as of Q3 2025.

Optimum Investment Advisors held 512 shares of Copart worth $23K as of Q3 2025.
Optimum Investment Advisors left its Copart share count unchanged in Q3 2025.
Copart made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #428 holding.
Optimum Investment Advisors first reported a position in Copart in Q1 2022 and has held it in 15 quarters since.
Optimum Investment Advisors's Copart position peaked at $29.4K in Q4 2024.
1,146 funds tracked by Wall St. Rank held Copart as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.