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Planning Strategies Inc.’s Copart CPRT Stock Holding History

Planning Strategies Inc.’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 		$1.92K Buy
+68
New +$2.2K ﹤0.01% 602

Other funds holding CPRT

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Planning Strategies Inc.'s CPRT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Copart (CPRT) in Q2 2026: 68 shares worth $1.92K. The stake represents ﹤0.01% of the portfolio and ranks #602 among its holdings.

356 funds tracked by Wall St. Rank hold CPRT as of Q2 2026.

  • Planning Strategies Inc. held 68 shares of Copart worth $1.92K as of Q2 2026.
  • Copart was a new Planning Strategies Inc. position in Q2 2026.
  • Copart made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #602 holding.
  • 356 funds tracked by Wall St. Rank held Copart as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.