Evelyn Partners Investment Management Services’s Copa Holdings CPA Stock Holding History

Evelyn Partners Investment Management Services’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	$60K	Hold	528	–	–	0.01%	172
2025 Q4	$63.7K	Hold	528	–	–	0.01%	165
2025 Q3	$62.7K	Hold	528	–	–	0.01%	171
2025 Q2	$58.1K	Hold	528	–	–	0.01%	164
2025 Q1	$48.8K	Hold	528	–	–	0.01%	164
2024 Q4	$46.4K	Buy	+528	New	+$50.1K	0.01%	171

Other funds holding CPA

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 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 $11.2B AUM 80.72% 1-Year Est. Return

Evelyn Partners Investment Management Services's CPA Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Copa Holdings (CPA) position steady in Q1 2026 at 528 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #172.

Evelyn Partners Investment Management Services first reported a position in CPA in Q4 2024 and has held it in 6 quarters since. The position peaked at $63.7K in Q4 2025. 299 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

Evelyn Partners Investment Management Services held 528 shares of Copa Holdings worth $60K as of Q1 2026.
Evelyn Partners Investment Management Services left its Copa Holdings share count unchanged in Q1 2026.
Copa Holdings made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #172 holding.
Evelyn Partners Investment Management Services first reported a position in Copa Holdings in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's Copa Holdings position peaked at $63.7K in Q4 2025.
299 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.