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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

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

Oxford Financial Group's CPRT Position: Q1 2026 in Review

Oxford Financial Group increased its Copart (CPRT) stake by 125% in Q1 2026, buying an estimated $5.82M and bringing the position to 279,000 shares worth $9.26M. The position accounts for 0.5% of the portfolio, ranked #26.

Oxford Financial Group first reported a position in CPRT in Q4 2020 and has held it in 13 quarters since. 1,077 funds tracked by Wall St. Rank hold CPRT as of Q1 2026.

Oxford Financial Group held 279,000 shares of Copart worth $9.26M as of Q1 2026.
Oxford Financial Group bought 154,954 Copart shares in Q1 2026, an estimated $5.82M.
Copart made up 0.5% of Oxford Financial Group's portfolio in Q1 2026, its #26 holding.
Oxford Financial Group first reported a position in Copart in Q4 2020 and has held it in 13 quarters since.
1,077 funds tracked by Wall St. Rank held Copart as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.