PWMG
CPRT icon

Private Wealth Management Group’s Copart CPRT Stock Holding History

Private Wealth Management 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 		$9.4K Buy
283
+126
+80% +$4.73K ﹤0.01% 543
2025
Q4 		$6.15K Sell
157
-206
-57% -$8.54K ﹤0.01% 690
2025
Q3 		$16.3K Buy
363
+84
+30% +$3.96K ﹤0.01% 384
2025
Q2 		$13.7K Sell
279
-79
-22% -$4.42K ﹤0.01% 401
2025
Q1 		$20.3K Buy
358
+74
+26% +$4.16K 0.01% 295
2024
Q4 		$16.3K Hold
284
– – 0.01% 358
2024
Q3 		$14.9K Buy
284
+5
+2% +$260 0.01% 352
2024
Q2 		$15.1K Sell
279
-73
-21% -$3.98K 0.01% 343
2024
Q1 		$20.4K Hold
352
– – 0.01% 267
2023
Q4 		$17.2K Buy
+352
New +$16.6K 0.01% 286

Other funds holding CPRT

BlackRock
BlackRock New York $5.7T 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
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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return