Integrated Wealth Concepts’s Copart CPRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$16.5M Buy
584,635
+234,514
+67% +$7.57M 0.08% 235
2026
Q1
$11.6M Buy
350,121
+148,892
+74% +$5.59M 0.09% 222
2025
Q4
$7.88M Sell
201,229
-48,167
-19% -$2M 0.09% 195
2025
Q3
$11.2M Buy
249,396
+43,292
+21% +$2.04M 0.1% 191
2025
Q2
$10.1M Buy
206,104
+76,972
+60% +$4.31M 0.1% 186
2025
Q1
$7.31M Buy
129,132
+11,961
+10% +$673K 0.09% 238
2024
Q4
$6.72M Buy
117,171
+20,210
+21% +$1.15M 0.08% 240
2024
Q3
$5.08M Buy
96,961
+103
+0.1% +$5.35K 0.06% 284
2024
Q2
$5.25M Buy
96,858
+21,275
+28% +$1.16M 0.07% 252
2024
Q1
$4.38M Buy
75,583
+9,081
+14% +$467K 0.06% 291
2023
Q4
$3.26M Buy
66,502
+51,330
+338% +$2.42M 0.05% 330
2023
Q3
$654K Buy
15,172
+4,800
+46% +$213K 0.01% 869
2023
Q2
$473K Buy
10,372
+486
+5% +$20.1K 0.01% 1002
2023
Q1
$372K Buy
9,886
+2,686
+37% +$91.3K 0.01% 967
2022
Q4
$219K Buy
+7,200
New +$216K 0.01% 913
2022
Q2
Sell
-6,456
Closed -$203K 992
2022
Q1
$203K Sell
6,456
-8
-0.1% -$254 0.01% 882
2021
Q4
$245K Sell
6,464
-76
-1% -$2.82K 0.01% 864
2021
Q3
$227K Sell
6,540
-12
-0.2% -$429 0.01% 838
2021
Q2
$216K Buy
+6,552
New +$203K 0.01% 753
2021
Q1
Sell
-6,432
Closed -$205K 737
2020
Q4
$205K Buy
+6,432
New +$187K 0.01% 597

Other funds holding CPRT

Integrated Wealth Concepts's CPRT Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Copart (CPRT) stake by 67% in Q2 2026, buying an estimated $7.57M and bringing the position to 584,635 shares worth $16.5M. The position accounts for 0.08% of the portfolio, ranked #235.

Integrated Wealth Concepts first reported a position in CPRT in Q4 2020 and has held it in 20 quarters since. 1,058 funds tracked by Wall St. Rank hold CPRT as of Q2 2026.

  • Integrated Wealth Concepts held 584,635 shares of Copart worth $16.5M as of Q2 2026.
  • Integrated Wealth Concepts bought 234,514 Copart shares in Q2 2026, an estimated $7.57M.
  • Copart made up 0.08% of Integrated Wealth Concepts's portfolio in Q2 2026, its #235 holding.
  • Integrated Wealth Concepts first reported a position in Copart in Q4 2020 and has held it in 20 quarters since.
  • 1,058 funds tracked by Wall St. Rank held Copart as of Q2 2026.

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