PWPS
CPRT icon

Pinnacle Wealth Planning Services’s Copart CPRT Stock Holding History

Pinnacle Wealth Planning Services’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 		$152K Sell
4,577
-1,468
-24% -$55.2K 0.02% 581
2025
Q4 		$237K Sell
6,045
-412
-6% -$17.1K 0.02% 410
2025
Q3 		$290K Sell
6,457
-252
-4% -$11.9K 0.03% 329
2025
Q2 		$329K Sell
6,709
-80
-1% -$4.48K 0.04% 276
2025
Q1 		$384K Buy
6,789
+264
+4% +$14.9K 0.06% 212
2024
Q4 		$374K Sell
6,525
-2,705
-29% -$154K 0.06% 205
2024
Q3 		$484K Sell
9,230
-507
-5% -$26.3K 0.07% 198
2024
Q2 		$527K Buy
9,737
+35
+0.4% +$1.91K 0.08% 167
2024
Q1 		$562K Sell
9,702
-530
-5% -$27.3K 0.08% 166
2023
Q4 		$501K Sell
10,232
-56
-0.5% -$2.65K 0.08% 174
2023
Q3 		$443K Buy
10,288
+20
+0.2% +$889 0.07% 180
2023
Q2 		$468K Buy
10,268
+146
+1% +$6.05K 0.08% 178
2023
Q1 		$381K Buy
10,122
+588
+6% +$20K 0.06% 224
2022
Q4 		$290K Buy
9,534
+398
+4% +$11.9K 0.05% 268
2022
Q3 		$243K Buy
9,136
+708
+8% +$21.1K 0.04% 283
2022
Q2 		$229K Buy
+8,428
New +$240K 0.04% 308
2022
Q1 		– Sell
-6,208
Closed -$235K – 442
2021
Q4 		$235K Buy
6,208
+276
+5% +$10.2K 0.05% 322
2021
Q3 		$206K Buy
+5,932
New +$212K 0.05% 325
2021
Q1 		– Sell
-5,828
Closed -$185K – 700
2020
Q4 		$185K Buy
+5,828
New +$170K 0.04% 302

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

Pinnacle Wealth Planning Services's CPRT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Copart (CPRT) stake by 24% in Q1 2026, selling an estimated $55.2K and leaving 4,577 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #581.

Pinnacle Wealth Planning Services first reported a position in CPRT in Q4 2020 and has held it in 19 quarters since. The position peaked at $562K in Q1 2024. 1,076 funds tracked by Wall St. Rank hold CPRT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,577 shares of Copart worth $152K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 1,468 Copart shares in Q1 2026, an estimated $55.2K.
  • Copart made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #581 holding.
  • Pinnacle Wealth Planning Services first reported a position in Copart in Q4 2020 and has held it in 19 quarters since.
  • Pinnacle Wealth Planning Services's Copart position peaked at $562K in Q1 2024.
  • 1,076 funds tracked by Wall St. Rank held Copart as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.