EWA
CPA icon

EverSource Wealth Advisors’s Copa Holdings CPA Stock Holding History

EverSource Wealth 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 		$160K Sell
1,030
-1,308
-56% -$170K 0.01% 1122
2026
Q1 		$266K Buy
2,338
+660
+39% +$86.6K 0.01% 907
2025
Q4 		$202K Sell
1,678
-8
-0.5% -$979 0.01% 944
2025
Q3 		$200K Sell
1,686
-89
-5% -$10.2K 0.01% 909
2025
Q2 		$195K Buy
1,775
+526
+42% +$51.9K 0.01% 870
2025
Q1 		$115K Buy
1,249
+258
+26% +$23.9K 0.01% 857
2024
Q4 		$87.1K Buy
991
+591
+148% +$56.1K ﹤0.01% 951
2024
Q3 		$37.6K Buy
400
+138
+53% +$12.5K ﹤0.01% 1188
2024
Q2 		$23.3K Buy
262
+127
+94% +$12.7K ﹤0.01% 1430
2024
Q1 		$12.9K Buy
135
+42
+45% +$4.17K ﹤0.01% 1572
2023
Q4 		$9.9K Sell
93
-36
-28% -$3.29K ﹤0.01% 1564
2023
Q3 		$11.5K Buy
129
+8
+7% +$831 ﹤0.01% 1367
2023
Q2 		$13.4K Buy
121
+14
+13% +$1.4K ﹤0.01% 1315
2023
Q1 		$9.88K Buy
107
+101
+1,683% +$9.16K ﹤0.01% 1366
2022
Q4 		$499 Buy
+6
New +$472 ﹤0.01% 2210
2022
Q1 		– Sell
-124
Closed -$10K – 1729
2021
Q4 		$10K Buy
+124
New +$9.72K ﹤0.01% 954

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

EverSource Wealth Advisors's CPA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Copa Holdings (CPA) stake by 56% in Q2 2026, selling an estimated $170K and leaving 1,030 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #1122.

EverSource Wealth Advisors first reported a position in CPA in Q4 2021 and has held it in 16 quarters since. The position peaked at $266K in Q1 2026. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • EverSource Wealth Advisors held 1,030 shares of Copa Holdings worth $160K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,308 Copa Holdings shares in Q2 2026, an estimated $170K.
  • Copa Holdings made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1122 holding.
  • EverSource Wealth Advisors first reported a position in Copa Holdings in Q4 2021 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Copa Holdings position peaked at $266K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.