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Oxford Financial Group’s Copart CPRT Stock Holding History

Oxford Financial Group’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
Q2 		$3.5M Sell
124,000
-155,000
-56% -$5.01M 0.18% 46
2026
Q1 		$9.26M Buy
279,000
+154,954
+125% +$5.82M 0.5% 26
2025
Q4 		$4.86M Sell
124,046
-66
-0.1% -$2.74K 0.27% 34
2025
Q3 		$5.58M Buy
124,112
+112
+0.1% +$5.28K 0.32% 31
2025
Q2 		$6.08M Hold
124,000
– – 0.36% 31
2025
Q1 		$7.02M Sell
124,000
-483
-0.4% -$27.2K 0.49% 28
2024
Q4 		$7.14M Buy
124,483
+52
+0% +$2.96K 0.46% 27
2024
Q3 		$6.52M Buy
124,431
+120,244
+2,872% +$6.24M 0.41% 28
2024
Q2 		$227K Buy
+4,187
New +$229K 0.02% 242
2022
Q1 		– Sell
-60,080
Closed -$2.28M – 269
2021
Q4 		$2.28M Buy
60,080
+240
+0.4% +$8.91K 0.26% 39
2021
Q3 		$2.08M Hold
59,840
– – 0.26% 35
2021
Q2 		$1.97M Hold
59,840
– – 0.26% 38
2021
Q1 		$1.63M Sell
59,840
-240
-0.4% -$6.76K 0.23% 42
2020
Q4 		$1.91M Buy
+60,080
New +$1.75M 0.28% 38

Other funds holding CPRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Oxford Financial Group's CPRT Position: Q2 2026 in Review

Oxford Financial Group reduced its Copart (CPRT) stake by 56% in Q2 2026, selling an estimated $5.01M and leaving 124,000 shares worth $3.5M. The position accounts for 0.18% of the portfolio, ranked #46.

Oxford Financial Group first reported a position in CPRT in Q4 2020 and has held it in 14 quarters since. The position peaked at $9.26M in Q1 2026. 1,060 funds tracked by Wall St. Rank hold CPRT as of Q2 2026.

  • Oxford Financial Group held 124,000 shares of Copart worth $3.5M as of Q2 2026.
  • Oxford Financial Group sold 155,000 Copart shares in Q2 2026, an estimated $5.01M.
  • Copart made up 0.18% of Oxford Financial Group's portfolio in Q2 2026, its #46 holding.
  • Oxford Financial Group first reported a position in Copart in Q4 2020 and has held it in 14 quarters since.
  • Oxford Financial Group's Copart position peaked at $9.26M in Q1 2026.
  • 1,060 funds tracked by Wall St. Rank held Copart as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.