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Segment Wealth Management’s Copart CPRT Stock Holding History

Segment Wealth Management’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 		– Sell
-30,165
Closed -$1.18M – 320
2025
Q4 		$1.18M Sell
30,165
-15,755
-34% -$653K 0.07% 152
2025
Q3 		$2.07M Buy
45,920
+409
+0.9% +$19.3K 0.12% 105
2025
Q2 		$2.23M Buy
45,511
+3,493
+8% +$195K 0.14% 100
2025
Q1 		$2.38M Buy
42,018
+1,670
+4% +$94K 0.16% 90
2024
Q4 		$2.32M Sell
40,348
-525
-1% -$29.9K 0.16% 89
2024
Q3 		$2.14M Buy
40,873
+5,374
+15% +$279K 0.15% 94
2024
Q2 		$1.92M Buy
35,499
+4,755
+15% +$260K 0.14% 102
2024
Q1 		$1.78M Buy
+30,744
New +$1.58M 0.14% 104

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Segment Wealth Management's CPRT Position: Q1 2026 in Review

Segment Wealth Management sold out of Copart (CPRT) in Q1 2026, closing a stake of 30,165 shares — an estimated $1.18M sold.

Segment Wealth Management first reported a position in CPRT in Q1 2024 and held it in 8 quarters. The position peaked at $2.38M in Q1 2025. 1,080 funds tracked by Wall St. Rank hold CPRT as of Q1 2026.

  • Segment Wealth Management reported no remaining Copart position as of Q1 2026 after selling out during the quarter.
  • Segment Wealth Management sold 30,165 Copart shares in Q1 2026, an estimated $1.18M.
  • Segment Wealth Management first reported a position in Copart in Q1 2024 and held it in 8 quarters.
  • Segment Wealth Management's Copart position peaked at $2.38M in Q1 2025.
  • 1,080 funds tracked by Wall St. Rank held Copart as of Q1 2026.

Based on Segment Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.