Harvest Portfolios Group’s Copa Holdings CPA Stock Holding History

Harvest Portfolios Group’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	$469K	Sell	4,124 -256	-6%	-$33.6K	0.01%	223
2025 Q4	$528K	Sell	4,380 -270	-6%	-$33K	0.01%	225
2025 Q3	$553K	Sell	4,650 -396	-8%	-$45.3K	0.01%	224
2025 Q2	$555K	Sell	5,046 -434	-8%	-$42.8K	0.01%	218
2025 Q1	$507K	Sell	5,480 -761	-12%	-$70.6K	0.02%	208
2024 Q4	$548K	Sell	6,241 -1,222	-16%	-$116K	0.02%	197
2024 Q3	$700K	Sell	7,463 -615	-8%	-$55.6K	0.02%	189
2024 Q2	$769K	Sell	8,078 -285	-3%	-$28.4K	0.03%	169
2024 Q1	$871K	Sell	8,363 -1,007	-11%	-$100K	0.03%	154
2023 Q4	$996K	Sell	9,370 -1,141	-11%	-$104K	0.04%	148
2023 Q3	$937K	Sell	10,511 -1,005	-9%	-$104K	0.04%	140
2023 Q2	$1.27M	Buy	+11,516	New	+$1.15M	0.06%	136

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

Harvest Portfolios Group's CPA Position: Q1 2026 in Review

Harvest Portfolios Group reduced its Copa Holdings (CPA) stake by 5.8% in Q1 2026, selling an estimated $33.6K and leaving 4,124 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #223.

Harvest Portfolios Group first reported a position in CPA in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.27M in Q2 2023. 298 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

Harvest Portfolios Group held 4,124 shares of Copa Holdings worth $469K as of Q1 2026.
Harvest Portfolios Group sold 256 Copa Holdings shares in Q1 2026, an estimated $33.6K.
Copa Holdings made up 0.01% of Harvest Portfolios Group's portfolio in Q1 2026, its #223 holding.
Harvest Portfolios Group first reported a position in Copa Holdings in Q2 2023 and has held it in 12 quarters since.
Harvest Portfolios Group's Copa Holdings position peaked at $1.27M in Q2 2023.
298 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Harvest Portfolios Group's 13F filing for Q1 2026, filed 14 May 2026.