PWMG
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Private Wealth Management Group’s Copart CPRT Stock Holding History

Private Wealth Management Group’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 		$2.42K Sell
86
-197
-70% -$6.36K ﹤0.01% 1094
2026
Q1 		$9.4K Buy
283
+126
+80% +$4.73K ﹤0.01% 543
2025
Q4 		$6.15K Sell
157
-206
-57% -$8.54K ﹤0.01% 690
2025
Q3 		$16.3K Buy
363
+84
+30% +$3.96K ﹤0.01% 384
2025
Q2 		$13.7K Sell
279
-79
-22% -$4.42K ﹤0.01% 401
2025
Q1 		$20.3K Buy
358
+74
+26% +$4.16K 0.01% 295
2024
Q4 		$16.3K Hold
284
– – 0.01% 358
2024
Q3 		$14.9K Buy
284
+5
+2% +$260 0.01% 352
2024
Q2 		$15.1K Sell
279
-73
-21% -$3.98K 0.01% 343
2024
Q1 		$20.4K Hold
352
– – 0.01% 267
2023
Q4 		$17.2K Buy
+352
New +$16.6K 0.01% 286

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

Private Wealth Management Group's CPRT Position: Q2 2026 in Review

Private Wealth Management Group reduced its Copart (CPRT) stake by 70% in Q2 2026, selling an estimated $6.36K and leaving 86 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Private Wealth Management Group first reported a position in CPRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.4K in Q1 2024. 1,060 funds tracked by Wall St. Rank hold CPRT as of Q2 2026.

  • Private Wealth Management Group held 86 shares of Copart worth $2.42K as of Q2 2026.
  • Private Wealth Management Group sold 197 Copart shares in Q2 2026, an estimated $6.36K.
  • Copart made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1094 holding.
  • Private Wealth Management Group first reported a position in Copart in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Copart position peaked at $20.4K in Q1 2024.
  • 1,060 funds tracked by Wall St. Rank held Copart as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.