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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
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 $6.73T 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

Root Financial Partners's CPRT Position: Q2 2026 in Review

Root Financial Partners sold out of Copart (CPRT) in Q2 2026, closing a stake of 3,018 shares — an estimated $100K sold.

Root Financial Partners first reported a position in CPRT in Q3 2025 and held it in 3 quarters. The position peaked at $100K in Q1 2026. 1,060 funds tracked by Wall St. Rank hold CPRT as of Q2 2026.

  • Root Financial Partners reported no remaining Copart position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3,018 Copart shares in Q2 2026, an estimated $100K.
  • Root Financial Partners first reported a position in Copart in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Copart position peaked at $100K in Q1 2026.
  • 1,060 funds tracked by Wall St. Rank held Copart as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.