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Cassaday & Co Wealth Management’s Copart CPRT Stock Holding History

Cassaday & Co 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
Q2 		$508 Sell
18
-118
-87% -$3.81K ﹤0.01% 1132
2026
Q1 		$4.52K Buy
+136
New +$5.11K ﹤0.01% 989

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

Cassaday & Co Wealth Management's CPRT Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Copart (CPRT) stake by 87% in Q2 2026, selling an estimated $3.81K and leaving 18 shares worth $508. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Cassaday & Co Wealth Management first reported a position in CPRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.52K in Q1 2026. 1,058 funds tracked by Wall St. Rank hold CPRT as of Q2 2026.

  • Cassaday & Co Wealth Management held 18 shares of Copart worth $508 as of Q2 2026.
  • Cassaday & Co Wealth Management sold 118 Copart shares in Q2 2026, an estimated $3.81K.
  • Copart made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1132 holding.
  • Cassaday & Co Wealth Management first reported a position in Copart in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Copart position peaked at $4.52K in Q1 2026.
  • 1,058 funds tracked by Wall St. Rank held Copart as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.