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
Q2 		$84.5K Sell
2,996
-1,581
-35% -$51.1K 0.01% 960
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 $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

Pinnacle Wealth Planning Services's CPRT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Copart (CPRT) stake by 35% in Q2 2026, selling an estimated $51.1K and leaving 2,996 shares worth $84.5K. The position accounts for 0.01% of the portfolio, ranked #960.

Pinnacle Wealth Planning Services first reported a position in CPRT in Q4 2020 and has held it in 20 quarters since. The position peaked at $562K in Q1 2024. 1,060 funds tracked by Wall St. Rank hold CPRT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,996 shares of Copart worth $84.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1,581 Copart shares in Q2 2026, an estimated $51.1K.
  • Copart made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #960 holding.
  • Pinnacle Wealth Planning Services first reported a position in Copart in Q4 2020 and has held it in 20 quarters since.
  • Pinnacle Wealth Planning Services's Copart position peaked at $562K in Q1 2024.
  • 1,060 funds tracked by Wall St. Rank held Copart as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.