EWA
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EP Wealth Advisors’s Copart CPRT Stock Holding History

EP Wealth 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
2026
Q2 		$249K Buy
+8,835
New +$285K ﹤0.01% 1396
2026
Q1 		– Sell
-8,506
Closed -$333K – 1514
2025
Q4 		$333K Buy
+8,506
New +$353K ﹤0.01% 1078
2025
Q2 		$502K Buy
10,231
+1,133
+12% +$63.4K ﹤0.01% 779
2025
Q1 		$515K Sell
9,098
-626
-6% -$35.2K ﹤0.01% 694
2024
Q4 		$558K Buy
9,724
+274
+3% +$15.6K ﹤0.01% 654
2024
Q3 		$495K Sell
9,450
-1,286
-12% -$66.8K ﹤0.01% 696
2024
Q2 		$581K Buy
10,736
+334
+3% +$18.2K 0.01% 501
2024
Q1 		$602K Buy
10,402
+1,614
+18% +$83K 0.01% 478
2023
Q4 		$431K Buy
8,788
+872
+11% +$41.2K 0.01% 521
2023
Q3 		$341K Buy
7,916
+2,332
+42% +$104K 0.01% 535
2023
Q2 		$268K Buy
+5,584
New +$232K ﹤0.01% 586

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

EP Wealth Advisors's CPRT Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Copart (CPRT) in Q2 2026: 8,835 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #1396 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in CPRT as recently as Q4 2025.

EP Wealth Advisors first reported a position in CPRT in Q2 2023 and has held it in 11 quarters since. The position peaked at $602K in Q1 2024. 1,058 funds tracked by Wall St. Rank hold CPRT as of Q2 2026.

  • EP Wealth Advisors held 8,835 shares of Copart worth $249K as of Q2 2026.
  • Copart was a new EP Wealth Advisors position in Q2 2026.
  • Copart made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1396 holding.
  • EP Wealth Advisors first reported a position in Copart in Q2 2023 and has held it in 11 quarters since.
  • EP Wealth Advisors's Copart position peaked at $602K in Q1 2024.
  • 1,058 funds tracked by Wall St. Rank held Copart as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.