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Outlook Wealth Advisors’s Copart CPRT Stock Holding History

Outlook Wealth 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 		– Sell
-7,717
Closed -$379K – 296
2025
Q2 		$379K Sell
7,717
-164
-2% -$9.18K 0.1% 195
2025
Q1 		$446K Buy
7,881
+51
+0.7% +$2.87K 0.12% 150
2024
Q4 		$449K Buy
7,830
+1,532
+24% +$87.3K 0.13% 151
2024
Q3 		$330K Buy
6,298
+627
+11% +$32.6K 0.09% 207
2024
Q2 		$307K Sell
5,671
-591
-9% -$32.3K 0.1% 212
2024
Q1 		$363K Buy
6,262
+1,199
+24% +$61.7K 0.11% 176
2023
Q4 		$248K Buy
+5,063
New +$239K 0.09% 195

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

Outlook Wealth Advisors's CPRT Position: Q3 2025 in Review

Outlook Wealth Advisors sold out of Copart (CPRT) in Q3 2025, closing a stake of 7,717 shares — an estimated $379K sold.

Outlook Wealth Advisors first reported a position in CPRT in Q4 2023 and held it in 7 quarters. The position peaked at $449K in Q4 2024. 1,145 funds tracked by Wall St. Rank hold CPRT as of Q3 2025.

  • Outlook Wealth Advisors reported no remaining Copart position as of Q3 2025 after selling out during the quarter.
  • Outlook Wealth Advisors sold 7,717 Copart shares in Q3 2025, an estimated $379K.
  • Outlook Wealth Advisors first reported a position in Copart in Q4 2023 and held it in 7 quarters.
  • Outlook Wealth Advisors's Copart position peaked at $449K in Q4 2024.
  • 1,145 funds tracked by Wall St. Rank held Copart as of Q3 2025.

Based on Outlook Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.