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Atlas Capital Advisors’s Copa Holdings CPA Stock Holding History

Atlas Capital 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 		$1.07M Buy
6,906
+66
+1% +$8.59K 0.12% 142
2026
Q1 		$777K Sell
6,840
-545
-7% -$71.5K 0.09% 183
2025
Q4 		$891K Buy
+7,385
New +$903K 0.1% 171
2025
Q2 		$847K Buy
7,705
+6,435
+507% +$635K 0.1% 173
2025
Q1 		$117K Buy
1,270
+1,163
+1,087% +$108K 0.01% 521
2024
Q4 		$9.4K Sell
107
-359
-77% -$34.1K ﹤0.01% 784
2024
Q3 		$43.7K Sell
466
-321
-41% -$29K 0.01% 598
2024
Q2 		$74.9K Sell
787
-1,307
-62% -$130K 0.01% 536
2024
Q1 		$218K Sell
2,094
-63
-3% -$6.26K 0.03% 355
2023
Q4 		$229K Sell
2,157
-619
-22% -$56.6K 0.03% 342
2023
Q3 		$247K Sell
2,776
-1,102
-28% -$114K 0.04% 312
2023
Q2 		$429K Sell
3,878
-483
-11% -$48.4K 0.07% 228
2023
Q1 		$403K Buy
4,361
+4,079
+1,446% +$370K 0.06% 227
2022
Q4 		$23.5K Buy
+282
New +$22.2K ﹤0.01% 646

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Atlas Capital Advisors's CPA Position: Q2 2026 in Review

Atlas Capital Advisors increased its Copa Holdings (CPA) stake by 0.96% in Q2 2026, buying an estimated $8.59K and bringing the position to 6,906 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #142.

Atlas Capital Advisors first reported a position in CPA in Q4 2022 and has held it in 14 quarters since. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Atlas Capital Advisors held 6,906 shares of Copa Holdings worth $1.07M as of Q2 2026.
  • Atlas Capital Advisors bought 66 Copa Holdings shares in Q2 2026, an estimated $8.59K.
  • Copa Holdings made up 0.12% of Atlas Capital Advisors's portfolio in Q2 2026, its #142 holding.
  • Atlas Capital Advisors first reported a position in Copa Holdings in Q4 2022 and has held it in 14 quarters since.
  • 325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.