Sun Financial’s Copart CPRT Stock Holding History

Sun 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
2026 Q1	$260K	Sell	7,960 -126	-2%	-$4.73K	0.13%	147
2025 Q4	$317K	Buy	+8,086	New	+$335K	0.18%	122

Other funds holding CPRT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $609B AUM 40.19% 1-Year Est. Return

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

Sun Financial's CPRT Position: Q1 2026 in Review

Sun Financial reduced its Copart (CPRT) stake by 1.6% in Q1 2026, selling an estimated $4.73K and leaving 7,960 shares worth $260K. The position accounts for 0.13% of the portfolio, ranked #147.

Sun Financial first reported a position in CPRT in Q4 2025 and has held it in 2 quarters since. The position peaked at $317K in Q4 2025. 1,079 funds tracked by Wall St. Rank hold CPRT as of Q1 2026.

Sun Financial held 7,960 shares of Copart worth $260K as of Q1 2026.
Sun Financial sold 126 Copart shares in Q1 2026, an estimated $4.73K.
Copart made up 0.13% of Sun Financial's portfolio in Q1 2026, its #147 holding.
Sun Financial first reported a position in Copart in Q4 2025 and has held it in 2 quarters since.
Sun Financial's Copart position peaked at $317K in Q4 2025.
1,079 funds tracked by Wall St. Rank held Copart as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.