SPC
CPRT icon

Sigma Planning Corp’s Copart CPRT Stock Holding History

Sigma Planning Corp’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 		$271K Sell
8,154
-6,297
-44% -$237K 0.01% 1093
2025
Q4 		$566K Buy
14,451
+191
+1% +$7.92K 0.02% 750
2025
Q3 		$641K Sell
14,260
-7,747
-35% -$365K 0.02% 707
2025
Q2 		$1.08M Sell
22,007
-5,160
-19% -$289K 0.03% 476
2025
Q1 		$1.54M Sell
27,167
-2,560
-9% -$144K 0.05% 352
2024
Q4 		$1.71M Sell
29,727
-5,045
-15% -$287K 0.05% 325
2024
Q3 		$1.82M Buy
34,772
+10
+0% +$519 0.06% 318
2024
Q2 		$1.88M Sell
34,762
-404
-1% -$22.1K 0.06% 310
2024
Q1 		$2.04M Buy
35,166
+20,512
+140% +$1.05M 0.06% 317
2023
Q4 		$718K Buy
14,654
+3,203
+28% +$151K 0.06% 343
2023
Q3 		$493K Buy
11,451
+3,345
+41% +$149K 0.02% 724
2023
Q2 		$370K Sell
8,106
-858
-10% -$35.6K 0.01% 857
2023
Q1 		$337K Hold
8,964
– – 0.01% 959
2022
Q4 		$273K Sell
8,964
-208
-2% -$6.23K 0.01% 1004
2022
Q3 		$244K Sell
9,172
-36
-0.4% -$1.07K 0.01% 1029
2022
Q2 		$250K Sell
9,208
-156
-2% -$4.44K 0.01% 1069
2022
Q1 		$294K Buy
9,364
+464
+5% +$14.7K 0.01% 1065
2021
Q4 		$337K Hold
8,900
– – 0.01% 1021
2021
Q3 		$309K Buy
+8,900
New +$318K 0.01% 1048
2020
Q1 		– Sell
-338,188
Closed -$7.69M – 946
2019
Q4 		$7.69M Buy
338,188
+122,648
+57% +$2.62M 0.32% 50
2019
Q3 		$4.33M Buy
215,540
+14,548
+7% +$282K 0.21% 112
2019
Q2 		$3.76M Sell
200,992
-1,308
-0.6% -$22.4K 0.19% 130
2019
Q1 		$3.06M Buy
+202,300
New +$2.75M 0.17% 140
2018
Q3 		– Sell
-235,480
Closed -$3.33M – 961
2018
Q2 		$3.33M Buy
235,480
+64,040
+37% +$867K 0.22% 100
2018
Q1 		$2.18M Buy
171,440
+4,052
+2% +$46.9K 0.16% 152
2017
Q4 		$1.81M Sell
167,388
-184
-0.1% -$1.79K 0.14% 179
2017
Q3 		$1.44M Sell
167,572
-2,464
-1% -$19.7K 0.12% 197
2017
Q2 		$1.35M Buy
+170,036
New +$1.3M 0.13% 189

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

Sigma Planning Corp's CPRT Position: Q1 2026 in Review

Sigma Planning Corp reduced its Copart (CPRT) stake by 44% in Q1 2026, selling an estimated $237K and leaving 8,154 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #1093.

Sigma Planning Corp first reported a position in CPRT in Q2 2017 and has held it in 28 quarters since. The position peaked at $7.69M in Q4 2019. 1,076 funds tracked by Wall St. Rank hold CPRT as of Q1 2026.

  • Sigma Planning Corp held 8,154 shares of Copart worth $271K as of Q1 2026.
  • Sigma Planning Corp sold 6,297 Copart shares in Q1 2026, an estimated $237K.
  • Copart made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1093 holding.
  • Sigma Planning Corp first reported a position in Copart in Q2 2017 and has held it in 28 quarters since.
  • Sigma Planning Corp's Copart position peaked at $7.69M in Q4 2019.
  • 1,076 funds tracked by Wall St. Rank held Copart as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.