Triad Wealth Partners’s Copart CPRT Stock Holding History

Triad Wealth Partners’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	-5,197	Closed	-$234K	–	463
2025 Q3	$234K	Sell	5,197 -1,174	-18%	-$55.3K	0.03%	334
2025 Q2	$313K	Sell	6,371 -870	-12%	-$48.7K	0.06%	211
2025 Q1	$410K	Buy	7,241 +499	+7%	+$28.1K	0.13%	119
2024 Q4	$387K	Buy	+6,742	New	+$384K	0.14%	114
2024 Q3	–	Sell	-4,376	Closed	-$237K	–	227
2024 Q2	$237K	Buy	+4,376	New	+$239K	0.12%	80

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

Triad Wealth Partners's CPRT Position: Q4 2025 in Review

Triad Wealth Partners sold out of Copart (CPRT) in Q4 2025, closing a stake of 5,197 shares — an estimated $234K sold.

Triad Wealth Partners first reported a position in CPRT in Q2 2024 and held it in 5 quarters. The position peaked at $410K in Q1 2025. 1,141 funds tracked by Wall St. Rank hold CPRT as of Q4 2025.

Triad Wealth Partners reported no remaining Copart position as of Q4 2025 after selling out during the quarter.
Triad Wealth Partners sold 5,197 Copart shares in Q4 2025, an estimated $234K.
Triad Wealth Partners first reported a position in Copart in Q2 2024 and held it in 5 quarters.
Triad Wealth Partners's Copart position peaked at $410K in Q1 2025.
1,141 funds tracked by Wall St. Rank held Copart as of Q4 2025.

Based on Triad Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.