EWM
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Evergreen Wealth Management’s Copart CPRT Stock Holding History

Evergreen 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 		$1.44M Buy
51,220
+11,053
+28% +$357K 0.68% 42
2026
Q1 		$1.33M Buy
40,167
+16,140
+67% +$606K 0.69% 42
2025
Q4 		$941K Buy
24,027
+839
+4% +$34.8K 0.47% 44
2025
Q3 		$1.04M Buy
+23,188
New +$1.09M 0.55% 43

Other funds holding CPRT

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Evergreen Wealth Management increased its Copart (CPRT) stake by 28% in Q2 2026, buying an estimated $357K and bringing the position to 51,220 shares worth $1.44M. The position accounts for 0.68% of the portfolio, ranked #42.

Evergreen Wealth Management first reported a position in CPRT in Q3 2025 and has held it in 4 quarters since. 400 funds tracked by Wall St. Rank hold CPRT as of Q2 2026.

  • Evergreen Wealth Management held 51,220 shares of Copart worth $1.44M as of Q2 2026.
  • Evergreen Wealth Management bought 11,053 Copart shares in Q2 2026, an estimated $357K.
  • Copart made up 0.68% of Evergreen Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Evergreen Wealth Management first reported a position in Copart in Q3 2025 and has held it in 4 quarters since.
  • 400 funds tracked by Wall St. Rank held Copart as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.