Welch & Forbes’s Copart CPRT Stock Holding History

Welch & Forbes’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	$802K	Hold	28,456	–	–	0.01%	247
2026 Q1	$945K	Sell	28,456 -4,000	-12%	-$150K	0.01%	225
2025 Q4	$1.27M	Hold	32,456	–	–	0.02%	211
2025 Q3	$1.46M	Hold	32,456	–	–	0.02%	200
2025 Q2	$1.59M	Sell	32,456 -2,485	-7%	-$139K	0.02%	193
2025 Q1	$1.98M	Sell	34,941 -2,000	-5%	-$113K	0.03%	181
2024 Q4	$2.12M	Sell	36,941 -540	-1%	-$30.8K	0.03%	180
2024 Q3	$1.96M	Sell	37,481 -325	-0.9%	-$16.9K	0.03%	191
2024 Q2	$2.06M	Sell	37,806 -3,425	-8%	-$187K	0.03%	182
2024 Q1	$2.39M	Sell	41,231 -1,411	-3%	-$72.6K	0.03%	179
2023 Q4	$2.09M	Sell	42,642 -1,000	-2%	-$47.2K	0.03%	186
2023 Q3	$1.88M	Sell	43,642 -474	-1%	-$21.1K	0.03%	184
2023 Q2	$2.01M	Sell	44,116 -400	-0.9%	-$16.6K	0.03%	183
2023 Q1	$1.67M	Hold	44,516	–	–	0.03%	185
2022 Q4	$1.36M	Hold	44,516	–	–	0.02%	192
2022 Q3	$1.18M	Hold	44,516	–	–	0.02%	200
2022 Q2	$1.21M	Hold	44,516	–	–	0.02%	205
2022 Q1	$1.4M	Sell	44,516 -5,284	-11%	-$168K	0.02%	203
2021 Q4	$1.89M	Sell	49,800 -800	-2%	-$29.7K	0.03%	189
2021 Q3	$1.75M	Hold	50,600	–	–	0.03%	186
2021 Q2	$1.67M	Hold	50,600	–	–	0.03%	188
2021 Q1	$1.37M	Sell	50,600 -2,600	-5%	-$73.3K	0.03%	196
2020 Q4	$1.69M	Hold	53,200	–	–	0.03%	172
2020 Q3	$1.4M	Hold	53,200	–	–	0.03%	176
2020 Q2	$1.11M	Sell	53,200 -2,800	-5%	-$56.2K	0.03%	186
2020 Q1	$959K	Sell	56,000 -4,400	-7%	-$97.9K	0.03%	187
2019 Q4	$1.37M	Sell	60,400 -800	-1%	-$17.1K	0.03%	190
2019 Q3	$1.23M	Sell	61,200 -560	-0.9%	-$10.9K	0.03%	194
2019 Q2	$1.15M	Sell	61,760 -1,900	-3%	-$32.6K	0.03%	199
2019 Q1	$964K	Sell	63,660 -2,400	-4%	-$32.6K	0.02%	209
2018 Q4	$789K	Hold	66,060	–	–	0.02%	210
2018 Q3	$851K	Hold	66,060	–	–	0.02%	216
2018 Q2	$934K	Sell	66,060 -3,740	-5%	-$50.7K	0.02%	206
2018 Q1	$889K	Hold	69,800	–	–	0.02%	210
2017 Q4	$754K	Hold	69,800	–	–	0.02%	206
2017 Q3	$600K	Sell	69,800 -4,000	-5%	-$32K	0.02%	223
2017 Q2	$587K	Sell	73,800 -9,200	-11%	-$70.5K	0.02%	224
2017 Q1	$643K	Sell	83,000 -600	-0.7%	-$4.41K	0.02%	219
2016 Q4	$579K	Sell	83,600 -7,200	-8%	-$48.9K	0.02%	226
2016 Q3	$608K	Hold	90,800	–	–	0.02%	193
2016 Q2	$556K	Sell	90,800 -640	-0.7%	-$3.59K	0.02%	233
2016 Q1	$466K	Buy	91,440 +29,040	+47%	+$134K	0.01%	250
2015 Q4	$298K	Buy	+62,400	New	+$288K	0.01%	273

Other funds holding CPRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Welch & Forbes's CPRT Position: Q2 2026 in Review

Welch & Forbes held its Copart (CPRT) position steady in Q2 2026 at 28,456 shares worth $802K. The position accounts for 0.01% of the portfolio, ranked #247.

Welch & Forbes first reported a position in CPRT in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.39M in Q1 2024. 1,058 funds tracked by Wall St. Rank hold CPRT as of Q2 2026.

Welch & Forbes held 28,456 shares of Copart worth $802K as of Q2 2026.
Welch & Forbes left its Copart share count unchanged in Q2 2026.
Copart made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #247 holding.
Welch & Forbes first reported a position in Copart in Q4 2015 and has held it in 43 quarters since.
Welch & Forbes's Copart position peaked at $2.39M in Q1 2024.
1,058 funds tracked by Wall St. Rank held Copart as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.