Hemington Wealth Management’s Copa Holdings CPA Stock Holding History

Hemington Wealth Management’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
2025 Q3	$7K	Buy	60 +3	+5%	+$343	﹤0.01%	1008
2025 Q2	$6K	Buy	57 +18	+46%	+$1.78K	﹤0.01%	1031
2025 Q1	$3K	Buy	39 +14	+56%	+$1.3K	﹤0.01%	1175
2024 Q4	$2K	Buy	25 +3	+14%	+$285	﹤0.01%	1245
2024 Q3	$2K	Buy	+22	New	+$1.99K	﹤0.01%	1161

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

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

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

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BIP

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

Hemington Wealth Management's CPA Position: Q3 2025 in Review

Hemington Wealth Management increased its Copa Holdings (CPA) stake by 5.3% in Q3 2025, buying an estimated $343 and bringing the position to 60 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Hemington Wealth Management first reported a position in CPA in Q3 2024 and has held it in 5 quarters since. 257 funds tracked by Wall St. Rank hold CPA as of Q3 2025.

Hemington Wealth Management held 60 shares of Copa Holdings worth $7K as of Q3 2025.
Hemington Wealth Management bought 3 Copa Holdings shares in Q3 2025, an estimated $343.
Copa Holdings made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1008 holding.
Hemington Wealth Management first reported a position in Copa Holdings in Q3 2024 and has held it in 5 quarters since.
257 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.