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Wallace Advisory Group’s Copart CPRT Stock Holding History

Wallace Advisory 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
Q1 		– Sell
-5,126
Closed -$201K – 132
2025
Q4 		$201K Sell
5,126
-2,478
-33% -$103K 0.21% 125
2025
Q3 		$373K Sell
7,604
-2,835
-27% -$134K 0.3% 104
2025
Q2 		$591K Sell
10,439
-27
-0.3% -$1.51K 0.43% 63
2025
Q1 		$601K Sell
10,466
-106
-1% -$5.96K 0.42% 63
2024
Q4 		$554K Buy
10,572
+1,480
+16% +$84.3K 0.38% 68
2024
Q3 		$492K Hold
9,092
– – 0.36% 70
2024
Q2 		$492K Sell
9,092
-733
-7% -$40K 0.35% 71
2024
Q1 		$481K Sell
9,825
-967
-9% -$49.7K 0.36% 76
2023
Q4 		$465K Buy
10,792
+4,422
+69% +$209K 0.36% 72
2023
Q3 		$581K Sell
6,370
-8,538
-57% -$380K 0.42% 52
2023
Q2 		$561K Hold
14,908
– – 0.43% 57
2023
Q1 		$561K Sell
14,908
-1,296
-8% -$44.1K 0.43% 57
2022
Q4 		$493K Buy
+16,204
New +$485K 0.39% 64

Other funds holding CPRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wallace Advisory Group's CPRT Position: Q1 2026 in Review

Wallace Advisory Group sold out of Copart (CPRT) in Q1 2026, closing a stake of 5,126 shares — an estimated $201K sold.

Wallace Advisory Group first reported a position in CPRT in Q4 2022 and held it in 13 quarters. The position peaked at $601K in Q1 2025. 1,076 funds tracked by Wall St. Rank hold CPRT as of Q1 2026.

  • Wallace Advisory Group reported no remaining Copart position as of Q1 2026 after selling out during the quarter.
  • Wallace Advisory Group sold 5,126 Copart shares in Q1 2026, an estimated $201K.
  • Wallace Advisory Group first reported a position in Copart in Q4 2022 and held it in 13 quarters.
  • Wallace Advisory Group's Copart position peaked at $601K in Q1 2025.
  • 1,076 funds tracked by Wall St. Rank held Copart as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.