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Perigon Wealth Management’s Copart CPRT Stock Holding History

Perigon Wealth Management’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 		– Sell
-5,966
Closed -$234K – 1316
2025
Q4 		$234K Sell
5,966
-2,384
-29% -$98.9K ﹤0.01% 1146
2025
Q3 		$375K Buy
8,350
+3,834
+85% +$181K 0.01% 860
2025
Q2 		$222K Sell
4,516
-244
-5% -$13.7K 0.01% 963
2025
Q1 		$269K Buy
4,760
+157
+3% +$8.84K 0.01% 852
2024
Q4 		$260K Sell
4,603
-390
-8% -$22.2K 0.01% 875
2024
Q3 		$262K Sell
4,993
-266
-5% -$13.8K 0.01% 842
2024
Q2 		$285K Buy
5,259
+416
+9% +$22.7K 0.01% 708
2024
Q1 		$281K Buy
+4,843
New +$249K 0.01% 700

Other funds holding CPRT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perigon Wealth Management's CPRT Position: Q1 2026 in Review

Perigon Wealth Management sold out of Copart (CPRT) in Q1 2026, closing a stake of 5,966 shares — an estimated $234K sold.

Perigon Wealth Management first reported a position in CPRT in Q1 2024 and held it in 8 quarters. The position peaked at $375K in Q3 2025. 1,076 funds tracked by Wall St. Rank hold CPRT as of Q1 2026.

  • Perigon Wealth Management reported no remaining Copart position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 5,966 Copart shares in Q1 2026, an estimated $234K.
  • Perigon Wealth Management first reported a position in Copart in Q1 2024 and held it in 8 quarters.
  • Perigon Wealth Management's Copart position peaked at $375K in Q3 2025.
  • 1,076 funds tracked by Wall St. Rank held Copart as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.