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Baker Tilly Wealth Management’s Copart CPRT Stock Holding History

Baker Tilly 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
2026
Q1 		– Sell
-6,550
Closed -$256K – 290
2025
Q4 		$256K Sell
6,550
-179
-3% -$7.42K 0.06% 239
2025
Q3 		$303K Sell
6,729
-433
-6% -$20.4K 0.07% 215
2025
Q2 		$351K Sell
7,162
-49
-0.7% -$2.74K 0.13% 170
2025
Q1 		$408K Buy
7,211
+84
+1% +$4.73K 0.16% 144
2024
Q4 		$409K Sell
7,127
-104
-1% -$5.92K 0.16% 143
2024
Q3 		$379K Sell
7,231
-902
-11% -$46.8K 0.17% 143
2024
Q2 		$440K Sell
8,133
-9,411
-54% -$514K 0.18% 137
2024
Q1 		$1.02M Buy
17,544
+218
+1% +$11.2K 0.18% 120
2023
Q4 		$849K Sell
17,326
-3,258
-16% -$154K 0.14% 160
2023
Q3 		$887K Sell
20,584
-37,308
-64% -$1.66M 0.15% 148
2023
Q2 		$2.64M Sell
57,892
-2,910
-5% -$121K 0.28% 79
2023
Q1 		$2.29M Sell
60,802
-874
-1% -$29.7K 0.26% 87
2022
Q4 		$1.88M Buy
61,676
+15,000
+32% +$449K 0.23% 105
2022
Q3 		$1.24M Sell
46,676
-2,600
-5% -$77.4K 0.17% 124
2022
Q2 		$1.34M Buy
49,276
+1,084
+2% +$30.9K 0.18% 126
2022
Q1 		$1.51M Buy
48,192
+6,328
+15% +$201K 0.17% 126
2021
Q4 		$1.59M Buy
41,864
+9,148
+28% +$340K 0.17% 124
2021
Q3 		$1.14M Buy
32,716
+4,196
+15% +$150K 0.15% 141
2021
Q2 		$940K Buy
28,520
+1,924
+7% +$59.6K 0.15% 155
2021
Q1 		$722K Buy
26,596
+15,432
+138% +$435K 0.15% 178
2020
Q4 		$355K Buy
+11,164
New +$325K 0.11% 206

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

Baker Tilly Wealth Management's CPRT Position: Q1 2026 in Review

Baker Tilly Wealth Management sold out of Copart (CPRT) in Q1 2026, closing a stake of 6,550 shares — an estimated $256K sold.

Baker Tilly Wealth Management first reported a position in CPRT in Q4 2020 and held it in 21 quarters. The position peaked at $2.64M in Q2 2023. 1,080 funds tracked by Wall St. Rank hold CPRT as of Q1 2026.

  • Baker Tilly Wealth Management reported no remaining Copart position as of Q1 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 6,550 Copart shares in Q1 2026, an estimated $256K.
  • Baker Tilly Wealth Management first reported a position in Copart in Q4 2020 and held it in 21 quarters.
  • Baker Tilly Wealth Management's Copart position peaked at $2.64M in Q2 2023.
  • 1,080 funds tracked by Wall St. Rank held Copart as of Q1 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.