Whalen Wealth Management’s Copart CPRT Stock Holding History

Whalen 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 Q2	–	Sell	-8,183	Closed	-$463K	–	204
2025 Q1	$463K	Buy	+8,183	New	+$461K	0.31%	65

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Whalen Wealth Management's CPRT Position: Q2 2025 in Review

Whalen Wealth Management sold out of Copart (CPRT) in Q2 2025, closing a stake of 8,183 shares — an estimated $463K sold.

Whalen Wealth Management first reported a position in CPRT in Q1 2025 and held it in 1 quarter. The position peaked at $463K in Q1 2025. 1,187 funds tracked by Wall St. Rank hold CPRT as of Q2 2025.

Whalen Wealth Management reported no remaining Copart position as of Q2 2025 after selling out during the quarter.
Whalen Wealth Management sold 8,183 Copart shares in Q2 2025, an estimated $463K.
Whalen Wealth Management first reported a position in Copart in Q1 2025 and held it in 1 quarter.
Whalen Wealth Management's Copart position peaked at $463K in Q1 2025.
1,187 funds tracked by Wall St. Rank held Copart as of Q2 2025.

Based on Whalen Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.