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Dogwood Wealth Management’s Copart CPRT Stock Holding History

Dogwood 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 		$4.62K Buy
164
+144
+720% +$4.65K ﹤0.01% 521
2026
Q1 		$664 Sell
20
-160
-89% -$6.01K ﹤0.01% 792
2025
Q4 		$7.05K Buy
180
+58
+48% +$2.4K ﹤0.01% 360
2025
Q3 		$5.49K Sell
122
-12,508
-99% -$589K ﹤0.01% 383
2025
Q2 		$613K Sell
12,630
-465
-4% -$26K 0.3% 69
2025
Q1 		$741K Buy
13,095
+138
+1% +$7.77K 0.39% 51
2024
Q4 		$744K Buy
12,957
+430
+3% +$24.5K 0.39% 43
2024
Q3 		$656K Buy
12,527
+2,092
+20% +$109K 0.38% 44
2024
Q2 		$565K Buy
10,435
+928
+10% +$50.7K 0.35% 47
2024
Q1 		$551K Buy
9,507
+832
+10% +$42.8K 0.37% 42
2023
Q4 		$425K Buy
+8,675
New +$410K 0.33% 52

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

Dogwood Wealth Management's CPRT Position: Q2 2026 in Review

Dogwood Wealth Management increased its Copart (CPRT) stake by 720% in Q2 2026, buying an estimated $4.65K and bringing the position to 164 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Dogwood Wealth Management first reported a position in CPRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $744K in Q4 2024. 1,058 funds tracked by Wall St. Rank hold CPRT as of Q2 2026.

  • Dogwood Wealth Management held 164 shares of Copart worth $4.62K as of Q2 2026.
  • Dogwood Wealth Management bought 144 Copart shares in Q2 2026, an estimated $4.65K.
  • Copart made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #521 holding.
  • Dogwood Wealth Management first reported a position in Copart in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Copart position peaked at $744K in Q4 2024.
  • 1,058 funds tracked by Wall St. Rank held Copart as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.