Aaron Wealth Advisors’s Copa Holdings CPA Stock Holding History

Aaron Wealth Advisors’s Portfolio CPA Stock Details CPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$257K	Sell	1,652 -1,643	-50%	-$214K	0.01%	620
2026 Q1	$374K	Sell	3,295 -1,390	-30%	-$182K	0.02%	473
2025 Q4	$565K	Buy	4,685 +38	+0.8%	+$4.65K	0.03%	404
2025 Q3	$552K	Buy	4,647 +2,527	+119%	+$289K	0.03%	387
2025 Q2	$233K	Buy	+2,120	New	+$209K	0.02%	427
2024 Q3	–	Sell	-2,239	Closed	-$213K	–	428
2024 Q2	$213K	Sell	2,239 -244	-10%	-$24.4K	0.03%	305
2024 Q1	$259K	Sell	2,483 -105	-4%	-$10.4K	0.04%	240
2023 Q4	$275K	Sell	2,588 -90	-3%	-$8.23K	0.05%	199
2023 Q3	$239K	Sell	2,678 -1,083	-29%	-$112K	0.03%	223
2023 Q2	$416K	Buy	3,761 +1,131	+43%	+$113K	0.05%	174
2023 Q1	$243K	Buy	2,630 +146	+6%	+$13.2K	0.03%	221
2022 Q4	$207K	Buy	+2,484	New	+$195K	0.03%	234
2022 Q2	–	Sell	-860	Closed	-$71.9K	–	329
2022 Q1	$71.9K	Buy	+860	New	+$70.7K	0.02%	347

Other funds holding CPA

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Aaron Wealth Advisors's CPA Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Copa Holdings (CPA) stake by 50% in Q2 2026, selling an estimated $214K and leaving 1,652 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #620.

Aaron Wealth Advisors first reported a position in CPA in Q1 2022 and has held it in 13 quarters since. The position peaked at $565K in Q4 2025. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Aaron Wealth Advisors held 1,652 shares of Copa Holdings worth $257K as of Q2 2026.
Aaron Wealth Advisors sold 1,643 Copa Holdings shares in Q2 2026, an estimated $214K.
Copa Holdings made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #620 holding.
Aaron Wealth Advisors first reported a position in Copa Holdings in Q1 2022 and has held it in 13 quarters since.
Aaron Wealth Advisors's Copa Holdings position peaked at $565K in Q4 2025.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.