Summit Wealth Group (Colorado)’s Copart CPRT Stock Holding History

Summit Wealth Group (Colorado)’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	-20,529	Closed	-$885K	–	344
2025 Q3	$885K	Buy	+20,529	New	+$968K	0.09%	184

Other funds holding CPRT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CPRT Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Copart (CPRT) in Q4 2025, closing a stake of 20,529 shares — an estimated $885K sold.

Summit Wealth Group (Colorado) first reported a position in CPRT in Q3 2025 and held it in 1 quarter. The position peaked at $885K in Q3 2025. 1,142 funds tracked by Wall St. Rank hold CPRT as of Q4 2025.

Summit Wealth Group (Colorado) reported no remaining Copart position as of Q4 2025 after selling out during the quarter.
Summit Wealth Group (Colorado) sold 20,529 Copart shares in Q4 2025, an estimated $885K.
Summit Wealth Group (Colorado) first reported a position in Copart in Q3 2025 and held it in 1 quarter.
Summit Wealth Group (Colorado)'s Copart position peaked at $885K in Q3 2025.
1,142 funds tracked by Wall St. Rank held Copart as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.