HWA
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Heritage Wealth Advisors’s Copart CPRT Stock Holding History

Heritage 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 		$4.51K Hold
160
– – ﹤0.01% 575
2026
Q1 		$5.31K Buy
+160
New +$6.01K ﹤0.01% 564

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

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

Heritage Wealth Advisors held its Copart (CPRT) position steady in Q2 2026 at 160 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Heritage Wealth Advisors first reported a position in CPRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.31K in Q1 2026. 1,058 funds tracked by Wall St. Rank hold CPRT as of Q2 2026.

  • Heritage Wealth Advisors held 160 shares of Copart worth $4.51K as of Q2 2026.
  • Heritage Wealth Advisors left its Copart share count unchanged in Q2 2026.
  • Copart made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #575 holding.
  • Heritage Wealth Advisors first reported a position in Copart in Q1 2026 and has held it in 2 quarters since.
  • Heritage Wealth Advisors's Copart position peaked at $5.31K in Q1 2026.
  • 1,058 funds tracked by Wall St. Rank held Copart as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.