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 Q1	$1.01M	Sell	9,100 -3,812	-30%	-$500K	﹤0.01%	1657
2025 Q4	$1.56M	Buy	12,912 +7,688	+147%	+$941K	﹤0.01%	1645
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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

Corient Private Wealth's CPA Position: Q1 2026 in Review

Corient Private Wealth reduced its Copa Holdings (CPA) stake by 30% in Q1 2026, selling an estimated $500K and leaving 9,100 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Corient Private Wealth first reported a position in CPA in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.87M in Q2 2023. 298 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

Corient Private Wealth held 9,100 shares of Copa Holdings worth $1.01M as of Q1 2026.
Corient Private Wealth sold 3,812 Copa Holdings shares in Q1 2026, an estimated $500K.
Copa Holdings made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1657 holding.
Corient Private Wealth first reported a position in Copa Holdings in Q2 2023 and has held it in 6 quarters since.
Corient Private Wealth's Copa Holdings position peaked at $1.87M in Q2 2023.
298 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.