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Valeo Financial Advisors’s Copart CPRT Stock Holding History

Valeo Financial Advisors’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 		– Sell
-6,395
Closed -$250K – 782
2025
Q4 		$250K Buy
6,395
+282
+5% +$11.7K 0.01% 680
2025
Q3 		$275K Sell
6,113
-877
-13% -$41.3K 0.01% 639
2025
Q2 		$346K Buy
6,990
+528
+8% +$29.5K 0.01% 533
2025
Q1 		$366K Buy
6,462
+779
+14% +$43.8K 0.01% 486
2024
Q4 		$326K Sell
5,683
-6
-0.1% -$342 0.01% 515
2024
Q3 		$298K Sell
5,689
-234
-4% -$12.2K 0.01% 529
2024
Q2 		$321K Buy
5,923
+1,469
+33% +$80.2K 0.01% 499
2024
Q1 		$245K Buy
4,454
+265
+6% +$13.6K 0.01% 560
2023
Q4 		$205K Buy
+4,189
New +$198K 0.01% 588
2023
Q2 		– Sell
-6,086
Closed -$229K – 622
2023
Q1 		$229K Buy
+6,086
New +$207K 0.01% 518
2020
Q3 		– Sell
-1,516
Closed -$32K – 1699
2020
Q2 		$32K Buy
1,516
+184
+14% +$3.69K ﹤0.01% 887
2020
Q1 		$24K Sell
1,332
-988
-43% -$22K ﹤0.01% 839
2019
Q4 		$53K Buy
2,320
+704
+44% +$15K 0.01% 620
2019
Q3 		$32K Sell
1,616
-56
-3% -$1.09K ﹤0.01% 720
2019
Q2 		$31K Hold
1,672
– – ﹤0.01% 726
2019
Q1 		$25K Hold
1,672
– – ﹤0.01% 712
2018
Q4 		$20K Sell
1,672
-348
-17% -$4.3K ﹤0.01% 708
2018
Q3 		$25K Buy
2,020
+760
+60% +$11.4K ﹤0.01% 700
2018
Q2 		$19K Sell
1,260
-1,652
-57% -$22.4K ﹤0.01% 776
2018
Q1 		$37K Buy
2,912
+2,280
+361% +$26.4K 0.01% 556
2017
Q4 		$7K Buy
632
+320
+103% +$3.12K ﹤0.01% 900
2017
Q3 		$3K Buy
+312
New +$2.5K ﹤0.01% 946

Other funds holding CPRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valeo Financial Advisors's CPRT Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Copart (CPRT) in Q1 2026, closing a stake of 6,395 shares — an estimated $250K sold.

Valeo Financial Advisors first reported a position in CPRT in Q3 2017 and held it in 22 quarters. The position peaked at $366K in Q1 2025. 1,080 funds tracked by Wall St. Rank hold CPRT as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Copart position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 6,395 Copart shares in Q1 2026, an estimated $250K.
  • Valeo Financial Advisors first reported a position in Copart in Q3 2017 and held it in 22 quarters.
  • Valeo Financial Advisors's Copart position peaked at $366K in Q1 2025.
  • 1,080 funds tracked by Wall St. Rank held Copart as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.