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Venturi Wealth Management’s Copart CPRT Stock Holding History

Venturi Wealth Management’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
-4,644
Closed -$209K – 596
2025
Q3 		$209K Sell
4,644
-3,326
-42% -$157K 0.01% 541
2025
Q2 		$391K Sell
7,970
-2,302
-22% -$129K 0.02% 366
2025
Q1 		$581K Buy
10,272
+745
+8% +$41.9K 0.03% 305
2024
Q4 		$547K Sell
9,527
-289
-3% -$16.5K 0.03% 323
2024
Q3 		$514K Buy
9,816
+2,697
+38% +$140K 0.03% 293
2024
Q2 		$386K Buy
7,119
+6,879
+2,866% +$376K 0.02% 316
2024
Q1 		$13.9K Sell
240
-135
-36% -$6.94K ﹤0.01% 840
2023
Q4 		$18.4K Buy
375
+159
+74% +$7.51K ﹤0.01% 718
2023
Q3 		$9.31K Hold
216
– – ﹤0.01% 820
2023
Q2 		$9.85K Hold
216
– – ﹤0.01% 655
2023
Q1 		$8.12K Buy
+216
New +$7.34K ﹤0.01% 750

Other funds holding CPRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Venturi Wealth Management's CPRT Position: Q4 2025 in Review

Venturi Wealth Management sold out of Copart (CPRT) in Q4 2025, closing a stake of 4,644 shares — an estimated $209K sold.

Venturi Wealth Management first reported a position in CPRT in Q1 2023 and held it in 11 quarters. The position peaked at $581K in Q1 2025. 1,142 funds tracked by Wall St. Rank hold CPRT as of Q4 2025.

  • Venturi Wealth Management reported no remaining Copart position as of Q4 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 4,644 Copart shares in Q4 2025, an estimated $209K.
  • Venturi Wealth Management first reported a position in Copart in Q1 2023 and held it in 11 quarters.
  • Venturi Wealth Management's Copart position peaked at $581K in Q1 2025.
  • 1,142 funds tracked by Wall St. Rank held Copart as of Q4 2025.

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