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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
2018
Q3 		– Sell
-2,000
Closed -$1K – 1042
2018
Q2 		$1K Buy
+2,000
New +$27.1K ﹤0.01% 1026

Other funds holding CPRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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.