Root Financial Partners
CPRT icon

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
Q3 		$75.3K Buy
+2,760
New +$82.8K ﹤0.01% 887
2026
Q2 		– Sell
-3,018
Closed -$100K – 1004
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Root Financial Partners's CPRT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Copart (CPRT) in Q3 2026: 2,760 shares worth $75.3K. The stake represents ﹤0.01% of the portfolio and ranks #887 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CPRT as recently as Q1 2026.

Root Financial Partners first reported a position in CPRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $100K in Q1 2026. 861 funds tracked by Wall St. Rank hold CPRT as of Q3 2026.

  • Root Financial Partners held 2,760 shares of Copart worth $75.3K as of Q3 2026.
  • Copart was a new Root Financial Partners position in Q3 2026.
  • Copart made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #887 holding.
  • Root Financial Partners first reported a position in Copart in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Copart position peaked at $100K in Q1 2026.
  • 861 funds tracked by Wall St. Rank held Copart as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.