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Legacy Wealth Asset Management’s Copart CPRT Stock Holding History

Legacy Wealth Asset 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 		$218K Buy
7,980
+26
+0.3% +$780 0.05% 339
2026
Q2 		$224K Buy
+7,954
New +$257K 0.05% 352
2025
Q2 		– Sell
-6,474
Closed -$366K – 351
2025
Q1 		$366K Sell
6,474
-127
-2% -$7.15K 0.1% 273
2024
Q4 		$379K Sell
6,601
-625
-9% -$35.6K 0.1% 278
2024
Q3 		$379K Buy
7,226
+261
+4% +$13.6K 0.1% 278
2024
Q2 		$377K Buy
6,965
+240
+4% +$13.1K 0.11% 271
2024
Q1 		$390K Sell
6,725
-104
-2% -$5.35K 0.11% 267
2023
Q4 		$335K Sell
6,829
-11
-0.2% -$520 0.11% 278
2023
Q3 		$295K Sell
6,840
-1,938
-22% -$86.2K 0.11% 280
2023
Q2 		$400K Sell
8,778
-914
-9% -$37.9K 0.14% 252
2023
Q1 		$364K Sell
9,692
-136
-1% -$4.62K 0.13% 271
2022
Q4 		$299K Sell
9,828
-908
-8% -$27.2K 0.11% 287
2022
Q3 		$286K Buy
10,736
+8
+0.1% +$238 0.13% 268
2022
Q2 		$291K Sell
10,728
-88
-0.8% -$2.5K 0.12% 235
2022
Q1 		$339K Buy
10,816
+56
+0.5% +$1.78K 0.12% 236
2021
Q4 		$408K Sell
10,760
-316
-3% -$11.7K 0.14% 224
2021
Q3 		$384K Sell
11,076
-68
-0.6% -$2.43K 0.18% 209
2021
Q2 		$367K Sell
11,144
-1,016
-8% -$31.5K 0.16% 226
2021
Q1 		$330K Sell
12,160
-80
-0.7% -$2.25K 0.15% 233
2020
Q4 		$389K Buy
+12,240
New +$357K 0.2% 197

Other funds holding CPRT

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return

Legacy Wealth Asset Management's CPRT Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Copart (CPRT) stake by 0.33% in Q3 2026, buying an estimated $780 and bringing the position to 7,980 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #339.

Legacy Wealth Asset Management first reported a position in CPRT in Q4 2020 and has held it in 20 quarters since. The position peaked at $408K in Q4 2021. 28 funds tracked by Wall St. Rank hold CPRT as of Q3 2026.

  • Legacy Wealth Asset Management held 7,980 shares of Copart worth $218K as of Q3 2026.
  • Legacy Wealth Asset Management bought 26 Copart shares in Q3 2026, an estimated $780.
  • Copart made up 0.05% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #339 holding.
  • Legacy Wealth Asset Management first reported a position in Copart in Q4 2020 and has held it in 20 quarters since.
  • Legacy Wealth Asset Management's Copart position peaked at $408K in Q4 2021.
  • 28 funds tracked by Wall St. Rank held Copart as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.