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Root Financial Partners’s Copart CPRT Stock Holding History

Root Financial Partners’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 		$100K Buy
3,018
+2,381
+374% +$89.5K ﹤0.01% 559
2025
Q4 		$24.9K Sell
637
-394
-38% -$16.3K ﹤0.01% 1066
2025
Q3 		$46.4K Buy
+1,031
New +$48.6K ﹤0.01% 695

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

Root Financial Partners's CPRT Position: Q1 2026 in Review

Root Financial Partners increased its Copart (CPRT) stake by 374% in Q1 2026, buying an estimated $89.5K and bringing the position to 3,018 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Root Financial Partners first reported a position in CPRT in Q3 2025 and has held it in 3 quarters since. 1,077 funds tracked by Wall St. Rank hold CPRT as of Q1 2026.

  • Root Financial Partners held 3,018 shares of Copart worth $100K as of Q1 2026.
  • Root Financial Partners bought 2,381 Copart shares in Q1 2026, an estimated $89.5K.
  • Copart made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #559 holding.
  • Root Financial Partners first reported a position in Copart in Q3 2025 and has held it in 3 quarters since.
  • 1,077 funds tracked by Wall St. Rank held Copart as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.