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Sound View Wealth Advisors Group’s Copart CPRT Stock Holding History

Sound View Wealth Advisors Group’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
2025
Q3 		– Sell
-4,252
Closed -$209K – 427
2025
Q2 		$209K Sell
4,252
-864
-17% -$48.4K 0.02% 404
2025
Q1 		$290K Sell
5,116
-56
-1% -$3.15K 0.02% 340
2024
Q4 		$297K Sell
5,172
-28
-0.5% -$1.59K 0.02% 342
2024
Q3 		$272K Buy
5,200
+17
+0.3% +$883 0.02% 351
2024
Q2 		$281K Buy
5,183
+269
+5% +$14.7K 0.03% 313
2024
Q1 		$285K Sell
4,914
-22
-0.4% -$1.13K 0.03% 310
2023
Q4 		$242K Buy
+4,936
New +$233K 0.03% 339
2023
Q1 		– Sell
-9,872
Closed -$242K – 375
2022
Q4 		$242K Buy
+9,872
New +$296K 0.03% 339

Other funds holding CPRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sound View Wealth Advisors Group's CPRT Position: Q3 2025 in Review

Sound View Wealth Advisors Group sold out of Copart (CPRT) in Q3 2025, closing a stake of 4,252 shares — an estimated $209K sold.

Sound View Wealth Advisors Group first reported a position in CPRT in Q4 2022 and held it in 8 quarters. The position peaked at $297K in Q4 2024. 1,145 funds tracked by Wall St. Rank hold CPRT as of Q3 2025.

  • Sound View Wealth Advisors Group reported no remaining Copart position as of Q3 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 4,252 Copart shares in Q3 2025, an estimated $209K.
  • Sound View Wealth Advisors Group first reported a position in Copart in Q4 2022 and held it in 8 quarters.
  • Sound View Wealth Advisors Group's Copart position peaked at $297K in Q4 2024.
  • 1,145 funds tracked by Wall St. Rank held Copart as of Q3 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q3 2025, filed 10 Nov 2025.