Lord & Richards Wealth Management’s Copart CPRT Stock Holding History

Lord & Richards 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	$728K	Buy	25,812 +5,392	+26%	+$174K	0.57%	38
2026 Q1	$678K	Sell	20,420 -12,570	-38%	-$472K	0.59%	36
2025 Q4	$1.29M	Sell	32,990 -11,026	-25%	-$457K	1.11%	25
2025 Q3	$1.98M	Buy	44,016 +9,771	+29%	+$461K	1.81%	17
2025 Q2	$1.68M	Buy	34,245 +8,413	+33%	+$471K	1.76%	16
2025 Q1	$1.46M	Buy	25,832 +15,891	+160%	+$894K	1.66%	13
2024 Q4	$571K	Buy	+9,941	New	+$566K	1.2%	26

Other funds holding CPRT

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lord & Richards Wealth Management's CPRT Position: Q2 2026 in Review

Lord & Richards Wealth Management increased its Copart (CPRT) stake by 26% in Q2 2026, buying an estimated $174K and bringing the position to 25,812 shares worth $728K. The position accounts for 0.57% of the portfolio, ranked #38.

Lord & Richards Wealth Management first reported a position in CPRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.98M in Q3 2025. 219 funds tracked by Wall St. Rank hold CPRT as of Q2 2026.

Lord & Richards Wealth Management held 25,812 shares of Copart worth $728K as of Q2 2026.
Lord & Richards Wealth Management bought 5,392 Copart shares in Q2 2026, an estimated $174K.
Copart made up 0.57% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #38 holding.
Lord & Richards Wealth Management first reported a position in Copart in Q4 2024 and has held it in 7 quarters since.
Lord & Richards Wealth Management's Copart position peaked at $1.98M in Q3 2025.
219 funds tracked by Wall St. Rank held Copart as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.