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 Q3	$310K	Sell	11,362 -14,450	-56%	-$433K	0.24%	65
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

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

MCI

McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return

Vantage Investment Partners Kansas City, Missouri $1.66B AUM 20.91% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Lord & Richards Wealth Management's CPRT Position: Q3 2026 in Review

Lord & Richards Wealth Management reduced its Copart (CPRT) stake by 56% in Q3 2026, selling an estimated $433K and leaving 11,362 shares worth $310K. The position accounts for 0.24% of the portfolio, ranked #65.

Lord & Richards Wealth Management first reported a position in CPRT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.98M in Q3 2025. 311 funds tracked by Wall St. Rank hold CPRT as of Q3 2026.

Lord & Richards Wealth Management held 11,362 shares of Copart worth $310K as of Q3 2026.
Lord & Richards Wealth Management sold 14,450 Copart shares in Q3 2026, an estimated $433K.
Copart made up 0.24% of Lord & Richards Wealth Management's portfolio in Q3 2026, its #65 holding.
Lord & Richards Wealth Management first reported a position in Copart in Q4 2024 and has held it in 8 quarters since.
Lord & Richards Wealth Management's Copart position peaked at $1.98M in Q3 2025.
311 funds tracked by Wall St. Rank held Copart as of Q3 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.