Position in CPRT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$760,227
+$168,935 QoQ
Shares Held
26,968
+51.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#545
of 1,055 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 95%
Shared 5%
None 0%
Common Shares in CPRT Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $3,167,311 across 5 Specialty Business Services names. CPRT ranks #3 (24.0% of the industry book) .
All Filings in CPRT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $760,227 | 26,968 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $591,292 | 17,810 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $777,675 | 19,864 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $915,408 | 20,356 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $950,829 | 19,377 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $1,112,333 | 19,656 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $1,062,461 | 18,513 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $905,524 | 17,281 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $908,642 | 16,777 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $661,388 | 11,419 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $575,701 | 11,749 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $507,514 | 11,778 | Shares | Other | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||