Evergreen Wealth Management
CPRT icon

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
Q3 		$3.03M Buy
110,983
+59,763
+117% +$1.79M 1.18% 30
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Evergreen Wealth Management's CPRT Position: Q3 2026 in Review

Evergreen Wealth Management increased its Copart (CPRT) stake by 117% in Q3 2026, buying an estimated $1.79M and bringing the position to 110,983 shares worth $3.03M. The position accounts for 1.18% of the portfolio, ranked #30.

Evergreen Wealth Management first reported a position in CPRT in Q3 2025 and has held it in 5 quarters since. 861 funds tracked by Wall St. Rank hold CPRT as of Q3 2026.

  • Evergreen Wealth Management held 110,983 shares of Copart worth $3.03M as of Q3 2026.
  • Evergreen Wealth Management bought 59,763 Copart shares in Q3 2026, an estimated $1.79M.
  • Copart made up 1.18% of Evergreen Wealth Management's portfolio in Q3 2026, its #30 holding.
  • Evergreen Wealth Management first reported a position in Copart in Q3 2025 and has held it in 5 quarters since.
  • 861 funds tracked by Wall St. Rank held Copart as of Q3 2026.

Based on Evergreen Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.