Artemis Investment Management’s Copa Holdings CPA Stock Holding History

Artemis Investment Management’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 Q3	$21M	Buy	159,559 +62,789	+65%	+$8.58M	0.18%	121
2026 Q2	$15.1M	Sell	96,770 -523,428	-84%	-$68.1M	0.13%	143
2026 Q1	$70.5M	Buy	620,198 +168,442	+37%	+$22.1M	0.75%	55
2025 Q4	$54.5M	Buy	451,756 +58,133	+15%	+$7.11M	0.66%	59
2025 Q3	$46.8M	Buy	393,623 +214,168	+119%	+$24.5M	0.58%	63
2025 Q2	$19.7M	Buy	+179,455	New	+$17.7M	0.25%	119
2024 Q2	–	Sell	-43,400	Closed	-$4.52M	–	214
2024 Q1	$4.52M	Sell	43,400 -400	-0.9%	-$39.8K	0.06%	180
2023 Q4	$4.66M	Buy	+43,800	New	+$4.01M	0.07%	161
2020 Q2	–	Sell	-50,400	Closed	-$2.29M	–	254
2020 Q1	$2.29M	Sell	50,400 -28,000	-36%	-$2.4M	﹤0.01%	201
2019 Q4	$8.47M	Buy	78,400 +47,700	+155%	+$4.98M	0.11%	174
2019 Q3	$3.03M	Buy	+30,700	New	+$3.09M	0.04%	220
2014 Q4	–	Sell	-39,322	Closed	-$4.22M	–	246
2014 Q3	$4.22M	Buy	+39,322	New	+$5.24M	0.21%	113

Other funds holding CPA

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KPPF

Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Artemis Investment Management's CPA Position: Q3 2026 in Review

Artemis Investment Management increased its Copa Holdings (CPA) stake by 65% in Q3 2026, buying an estimated $8.58M and bringing the position to 159,559 shares worth $21M. The position accounts for 0.18% of the portfolio, ranked #121.

Artemis Investment Management first reported a position in CPA in Q3 2014 and has held it in 12 quarters since. The position peaked at $70.5M in Q1 2026. 13 funds tracked by Wall St. Rank hold CPA as of Q3 2026.

Artemis Investment Management held 159,559 shares of Copa Holdings worth $21M as of Q3 2026.
Artemis Investment Management bought 62,789 Copa Holdings shares in Q3 2026, an estimated $8.58M.
Copa Holdings made up 0.18% of Artemis Investment Management's portfolio in Q3 2026, its #121 holding.
Artemis Investment Management first reported a position in Copa Holdings in Q3 2014 and has held it in 12 quarters since.
Artemis Investment Management's Copa Holdings position peaked at $70.5M in Q1 2026.
13 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2026.

Based on Artemis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.