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BSW Wealth Partners’s Copart CPRT Stock Holding History

BSW Wealth Partners’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
Q2 		– Sell
-6,607
Closed -$219K – 336
2026
Q1 		$219K Buy
+6,607
New +$248K 0.03% 292
2025
Q3 		– Sell
-6,902
Closed -$339K – 333
2025
Q2 		$339K Sell
6,902
-366
-5% -$20.5K 0.05% 223
2025
Q1 		$411K Sell
7,268
-9
-0.1% -$506 0.06% 188
2024
Q4 		$418K Buy
7,277
+144
+2% +$8.2K 0.06% 186
2024
Q3 		$374K Buy
7,133
+600
+9% +$31.2K 0.06% 197
2024
Q2 		$354K Buy
6,533
+44
+0.7% +$2.4K 0.06% 183
2024
Q1 		$376K Sell
6,489
-483
-7% -$24.8K 0.06% 178
2023
Q4 		$342K Buy
6,972
+277
+4% +$13.1K 0.07% 176
2023
Q3 		$288K Buy
+6,695
New +$298K 0.06% 180

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BSW Wealth Partners's CPRT Position: Q2 2026 in Review

BSW Wealth Partners sold out of Copart (CPRT) in Q2 2026, closing a stake of 6,607 shares — an estimated $219K sold.

BSW Wealth Partners first reported a position in CPRT in Q3 2023 and held it in 9 quarters. The position peaked at $418K in Q4 2024. 1,058 funds tracked by Wall St. Rank hold CPRT as of Q2 2026.

  • BSW Wealth Partners reported no remaining Copart position as of Q2 2026 after selling out during the quarter.
  • BSW Wealth Partners sold 6,607 Copart shares in Q2 2026, an estimated $219K.
  • BSW Wealth Partners first reported a position in Copart in Q3 2023 and held it in 9 quarters.
  • BSW Wealth Partners's Copart position peaked at $418K in Q4 2024.
  • 1,058 funds tracked by Wall St. Rank held Copart as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.