SWRP
CPRT icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Wealth & Retirement Planning's CPRT Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its Copart (CPRT) stake by 1.3% in Q1 2026, selling an estimated $11.6K and leaving 23,540 shares worth $782K. The position accounts for 0.19% of the portfolio, ranked #44.

Summit Wealth & Retirement Planning first reported a position in CPRT in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.39M in Q1 2024. 1,076 funds tracked by Wall St. Rank hold CPRT as of Q1 2026.

  • Summit Wealth & Retirement Planning held 23,540 shares of Copart worth $782K as of Q1 2026.
  • Summit Wealth & Retirement Planning sold 308 Copart shares in Q1 2026, an estimated $11.6K.
  • Copart made up 0.19% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #44 holding.
  • Summit Wealth & Retirement Planning first reported a position in Copart in Q1 2019 and has held it in 25 quarters since.
  • Summit Wealth & Retirement Planning's Copart position peaked at $1.39M in Q1 2024.
  • 1,076 funds tracked by Wall St. Rank held Copart as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.