EWP
CPA icon

Elevation Wealth Partners’s Copa Holdings CPA Stock Holding History

Elevation Wealth Partners’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 		$26K Buy
167
+118
+241% +$15.4K 0.01% 499
2026
Q1 		$5.57K Buy
49
+9
+23% +$1.18K ﹤0.01% 675
2025
Q4 		$4.83K Buy
40
+28
+233% +$3.42K ﹤0.01% 640
2025
Q3 		$1.43K Buy
+12
New +$1.37K ﹤0.01% 701

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

Elevation Wealth Partners's CPA Position: Q2 2026 in Review

Elevation Wealth Partners increased its Copa Holdings (CPA) stake by 241% in Q2 2026, buying an estimated $15.4K and bringing the position to 167 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #499.

Elevation Wealth Partners first reported a position in CPA in Q3 2025 and has held it in 4 quarters since. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Elevation Wealth Partners held 167 shares of Copa Holdings worth $26K as of Q2 2026.
  • Elevation Wealth Partners bought 118 Copa Holdings shares in Q2 2026, an estimated $15.4K.
  • Copa Holdings made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #499 holding.
  • Elevation Wealth Partners first reported a position in Copa Holdings in Q3 2025 and has held it in 4 quarters since.
  • 325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.