Sowell Financial Services’s Copart CPRT Stock Holding History

Sowell Financial Services’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	$474K	Sell	14,269 -2,615	-15%	-$98.2K	0.02%	651
2025 Q4	$661K	Sell	16,884 -2,282	-12%	-$94.6K	0.02%	560
2025 Q3	$862K	Buy	19,166 +7,593	+66%	+$358K	0.03%	468
2025 Q2	$568K	Buy	11,573 +895	+8%	+$50.1K	0.02%	575
2025 Q1	$604K	Buy	+10,678	New	+$601K	0.03%	537
2021 Q2	–	Sell	-2,328	Closed	-$71K	–	956
2021 Q1	$71K	Sell	2,328 -1,244	-35%	-$35.1K	﹤0.01%	1510
2020 Q4	$114K	Buy	3,572 +1,508	+73%	+$43.9K	﹤0.01%	1099
2020 Q3	$54K	Buy	2,064 +324	+19%	+$7.85K	﹤0.01%	1184
2020 Q2	$36K	Sell	1,740 -204	-10%	-$4.09K	﹤0.01%	1274
2020 Q1	$33K	Sell	1,944 -15,768	-89%	-$351K	﹤0.01%	1195
2019 Q4	$403K	Sell	17,712 -9,300	-34%	-$199K	0.03%	507
2019 Q3	$542K	Buy	+27,012	New	+$524K	0.04%	400

Other funds holding CPRT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return