Summit Wealth & Retirement Planning’s Copart CPRT Stock Holding History

Summit Wealth & Retirement Planning’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 Q2	$664K	Hold	23,540	–	–	0.14%	57
2026 Q1	$782K	Sell	23,540 -308	-1%	-$11.6K	0.19%	44
2025 Q4	$934K	Hold	23,848	–	–	0.22%	39
2025 Q3	$1.07M	Sell	23,848 -20	-0.1%	-$943	0.26%	36
2025 Q2	$1.17M	Hold	23,868	–	–	0.31%	33
2025 Q1	$1.35M	Hold	23,868	–	–	0.41%	25
2024 Q4	$1.37M	Hold	23,868	–	–	0.42%	24
2024 Q3	$1.25M	Sell	23,868 -184	-0.8%	-$9.55K	0.4%	23
2024 Q2	$1.3M	Hold	24,052	–	–	0.44%	23
2024 Q1	$1.39M	Buy	24,052 +10,672	+80%	+$549K	0.5%	22
2023 Q4	$656K	Hold	13,380	–	–	0.28%	29
2023 Q3	$577K	Sell	13,380 -1,184	-8%	-$52.6K	0.23%	33
2023 Q2	$664K	Sell	14,564 -6,500	-31%	-$269K	0.26%	32
2023 Q1	$792K	Sell	21,064 -7,736	-27%	-$263K	0.3%	38
2022 Q4	$877K	Hold	28,800	–	–	0.36%	35
2022 Q3	$766K	Hold	28,800	–	–	0.3%	42
2022 Q2	$782K	Buy	28,800 +5,600	+24%	+$159K	0.3%	44
2022 Q1	$728K	Buy	+23,200	New	+$737K	0.26%	54
2021 Q1	–	Sell	-16,472	Closed	-$524K	–	106
2020 Q4	$524K	Hold	16,472	–	–	0.2%	78
2020 Q3	$433K	Hold	16,472	–	–	0.19%	78
2020 Q2	$343K	Hold	16,472	–	–	0.16%	90
2020 Q1	$282K	Hold	16,472	–	–	0.15%	95
2019 Q4	$374K	Hold	16,472	–	–	0.17%	99
2019 Q3	$331K	Hold	16,472	–	–	0.2%	93
2019 Q2	$308K	Hold	16,472	–	–	0.18%	104
2019 Q1	$250K	Buy	+16,472	New	+$224K	0.15%	118

Other funds holding CPRT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Summit Wealth & Retirement Planning's CPRT Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its Copart (CPRT) position steady in Q2 2026 at 23,540 shares worth $664K. The position accounts for 0.14% of the portfolio, ranked #57.

Summit Wealth & Retirement Planning first reported a position in CPRT in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.39M in Q1 2024. 1,060 funds tracked by Wall St. Rank hold CPRT as of Q2 2026.

Summit Wealth & Retirement Planning held 23,540 shares of Copart worth $664K as of Q2 2026.
Summit Wealth & Retirement Planning left its Copart share count unchanged in Q2 2026.
Copart made up 0.14% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #57 holding.
Summit Wealth & Retirement Planning first reported a position in Copart in Q1 2019 and has held it in 26 quarters since.
Summit Wealth & Retirement Planning's Copart position peaked at $1.39M in Q1 2024.
1,060 funds tracked by Wall St. Rank held Copart as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.