Wealthspire Advisors (New York)’s Copart CPRT Stock Holding History

Wealthspire Advisors (New York)’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	$208K	Sell	6,260 -936	-13%	-$35.2K	﹤0.01%	851
2025 Q4	$282K	Buy	7,196 +5,614	+355%	+$233K	﹤0.01%	826
2025 Q3	$71.2K	Buy	+1,582	New	+$74.6K	﹤0.01%	1124
2025 Q2	–	Sell	-11,596	Closed	-$656K	–	852
2025 Q1	$656K	Buy	11,596 +4,757	+70%	+$268K	﹤0.01%	459
2024 Q4	$393K	Sell	6,839 -680	-9%	-$38.7K	﹤0.01%	579
2024 Q3	$394K	Buy	+7,519	New	+$390K	﹤0.01%	552
2022 Q1	–	Sell	-6,016	Closed	-$228K	–	462
2021 Q4	$228K	Buy	+6,016	New	+$223K	0.01%	493
2021 Q2	–	Sell	-11,680	Closed	-$317K	–	435
2021 Q1	$317K	Buy	11,680 +2,032	+21%	+$57.3K	0.01%	532
2020 Q4	$307K	Buy	+9,648	New	+$281K	0.01%	431
2020 Q2	–	Sell	-43,708	Closed	-$749K	–	326
2020 Q1	$749K	Buy	+43,708	New	+$973K	0.03%	237
2019 Q1	–	Sell	-84	Closed	-$1K	–	207
2018 Q4	$1K	Buy	+84	New	+$1.04K	﹤0.01%	791

Other funds holding CPRT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s CPRT Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Copart (CPRT) stake by 13% in Q1 2026, selling an estimated $35.2K and leaving 6,260 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Wealthspire Advisors (New York) first reported a position in CPRT in Q4 2018 and has held it in 11 quarters since. The position peaked at $749K in Q1 2020. 1,076 funds tracked by Wall St. Rank hold CPRT as of Q1 2026.

Wealthspire Advisors (New York) held 6,260 shares of Copart worth $208K as of Q1 2026.
Wealthspire Advisors (New York) sold 936 Copart shares in Q1 2026, an estimated $35.2K.
Copart made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #851 holding.
Wealthspire Advisors (New York) first reported a position in Copart in Q4 2018 and has held it in 11 quarters since.
Wealthspire Advisors (New York)'s Copart position peaked at $749K in Q1 2020.
1,076 funds tracked by Wall St. Rank held Copart as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.