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SHP Wealth Management’s Copart CPRT Stock Holding History

SHP 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 		$4.18K Buy
126
+81
+180% +$3.04K ﹤0.01% 1114
2025
Q4 		$1.76K Buy
+45
New +$1.87K ﹤0.01% 1156

Other funds holding CPRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $204B AUM 27.99% 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 $609B AUM 40.19% 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

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

SHP Wealth Management increased its Copart (CPRT) stake by 180% in Q1 2026, buying an estimated $3.04K and bringing the position to 126 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

SHP Wealth Management first reported a position in CPRT in Q4 2025 and has held it in 2 quarters since. 1,079 funds tracked by Wall St. Rank hold CPRT as of Q1 2026.

  • SHP Wealth Management held 126 shares of Copart worth $4.18K as of Q1 2026.
  • SHP Wealth Management bought 81 Copart shares in Q1 2026, an estimated $3.04K.
  • Copart made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1114 holding.
  • SHP Wealth Management first reported a position in Copart in Q4 2025 and has held it in 2 quarters since.
  • 1,079 funds tracked by Wall St. Rank held Copart as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.