YHB Investment Advisors’s Copart CPRT Stock Holding History

YHB Investment 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
2025 Q3	–	Sell	-5,248	Closed	-$258K	–	303
2025 Q2	$258K	Sell	5,248 -2,608	-33%	-$146K	0.02%	270
2025 Q1	$445K	Hold	7,856	–	–	0.04%	215
2024 Q4	$451K	Hold	7,856	–	–	0.04%	205
2024 Q3	$412K	Hold	7,856	–	–	0.03%	212
2024 Q2	$425K	Hold	7,856	–	–	0.04%	210
2024 Q1	$455K	Hold	7,856	–	–	0.04%	201
2023 Q4	$385K	Sell	7,856 -6,092	-44%	-$288K	0.04%	207
2023 Q3	$601K	Hold	13,948	–	–	0.06%	174
2023 Q2	$636K	Sell	13,948 -1,120	-7%	-$46.4K	0.06%	173
2023 Q1	$567K	Buy	15,068 +2,540	+20%	+$86.4K	0.06%	180
2022 Q4	$381K	Sell	12,528 -2,600	-17%	-$77.8K	0.04%	201
2022 Q3	$402K	Hold	15,128	–	–	0.04%	201
2022 Q2	$411K	Buy	15,128 +2,188	+17%	+$62.3K	0.04%	198
2022 Q1	$406K	Hold	12,940	–	–	0.04%	209
2021 Q4	$490K	Buy	12,940 +2,848	+28%	+$106K	0.04%	214
2021 Q3	$350K	Hold	10,092	–	–	0.03%	228
2021 Q2	$333K	Hold	10,092	–	–	0.03%	235
2021 Q1	$312K	Hold	10,092	–	–	0.03%	235
2020 Q4	$321K	Sell	10,092 -28	-0.3%	-$816	0.03%	228
2020 Q3	$266K	Buy	+10,120	New	+$245K	0.03%	227
2019 Q2	–	Sell	-13,688	Closed	-$207K	–	190
2019 Q1	$207K	Buy	+13,688	New	+$186K	0.03%	187

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YHB Investment Advisors's CPRT Position: Q3 2025 in Review

YHB Investment Advisors sold out of Copart (CPRT) in Q3 2025, closing a stake of 5,248 shares — an estimated $258K sold.

YHB Investment Advisors first reported a position in CPRT in Q1 2019 and held it in 21 quarters. The position peaked at $636K in Q2 2023. 1,145 funds tracked by Wall St. Rank hold CPRT as of Q3 2025.

YHB Investment Advisors reported no remaining Copart position as of Q3 2025 after selling out during the quarter.
YHB Investment Advisors sold 5,248 Copart shares in Q3 2025, an estimated $258K.
YHB Investment Advisors first reported a position in Copart in Q1 2019 and held it in 21 quarters.
YHB Investment Advisors's Copart position peaked at $636K in Q2 2023.
1,145 funds tracked by Wall St. Rank held Copart as of Q3 2025.

Based on YHB Investment Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.