Corient Private Wealth
CPA icon

Corient Private Wealth’s Copa Holdings CPA Stock Holding History

Corient Private Wealth’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 		$4.86M Buy
31,232
+22,132
+243% +$2.88M 0.01% 919
2026
Q1 		$1.01M Buy
9,100
+2,644
+41% +$347K ﹤0.01% 1657
2025
Q4 		$779K Buy
6,456
+1,232
+24% +$151K ﹤0.01% 1630
2025
Q3 		$621K Buy
5,224
+2,840
+119% +$325K ﹤0.01% 1676
2025
Q2 		$262K Buy
+2,384
New +$235K ﹤0.01% 2072
2023
Q4 		– Sell
-16,736
Closed -$1.49M – 2266
2023
Q3 		$1.49M Sell
16,736
-162
-1% -$16.8K ﹤0.01% 1036
2023
Q2 		$1.87M Buy
+16,898
New +$1.69M ﹤0.01% 924

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

Corient Private Wealth's CPA Position: Q2 2026 in Review

Corient Private Wealth increased its Copa Holdings (CPA) stake by 243% in Q2 2026, buying an estimated $2.88M and bringing the position to 31,232 shares worth $4.86M. The position accounts for 0.01% of the portfolio, ranked #919.

Corient Private Wealth first reported a position in CPA in Q2 2023 and has held it in 7 quarters since. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Corient Private Wealth held 31,232 shares of Copa Holdings worth $4.86M as of Q2 2026.
  • Corient Private Wealth bought 22,132 Copa Holdings shares in Q2 2026, an estimated $2.88M.
  • Copa Holdings made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #919 holding.
  • Corient Private Wealth first reported a position in Copa Holdings in Q2 2023 and has held it in 7 quarters since.
  • 325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.