Summit Financial’s Copart CPRT Stock Holding History

Summit Financial’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 Q4	–	Sell	-4,621	Closed	-$208K	–	1292
2025 Q3	$208K	Sell	4,621 -437	-9%	-$20.6K	﹤0.01%	1191
2025 Q2	$248K	Sell	5,058 -340	-6%	-$19K	0.01%	732
2025 Q1	$305K	Sell	5,398 -83	-2%	-$4.67K	0.01%	604
2024 Q4	$315K	Buy	5,481 +492	+10%	+$28K	0.01%	529
2024 Q3	$261K	Buy	4,989 +40	+0.8%	+$2.08K	0.01%	479
2024 Q2	$268K	Buy	+4,949	New	+$270K	0.01%	435

Other funds holding CPRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial's CPRT Position: Q4 2025 in Review

Summit Financial sold out of Copart (CPRT) in Q4 2025, closing a stake of 4,621 shares — an estimated $208K sold.

Summit Financial first reported a position in CPRT in Q2 2024 and held it in 6 quarters. The position peaked at $315K in Q4 2024. 1,140 funds tracked by Wall St. Rank hold CPRT as of Q4 2025.

Summit Financial reported no remaining Copart position as of Q4 2025 after selling out during the quarter.
Summit Financial sold 4,621 Copart shares in Q4 2025, an estimated $208K.
Summit Financial first reported a position in Copart in Q2 2024 and held it in 6 quarters.
Summit Financial's Copart position peaked at $315K in Q4 2024.
1,140 funds tracked by Wall St. Rank held Copart as of Q4 2025.

Based on Summit Financial's 13F filing for Q4 2025, filed 13 Feb 2026.