Measured Wealth Private Client Group’s Copa Holdings CPA Stock Holding History

Measured Wealth Private Client 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 Q2	$174K	Buy	+1,121	New	+$146K	0.04%	211
2023 Q4	–	Sell	-7,549	Closed	-$673K	–	182
2023 Q3	$673K	Buy	7,549 +938	+14%	+$97.4K	0.27%	60
2023 Q2	$731K	Buy	6,611 +3,584	+118%	+$359K	0.28%	46
2023 Q1	$280K	Buy	+3,027	New	+$275K	0.11%	143

Other funds holding CPA

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Measured Wealth Private Client Group's CPA Position: Q2 2026 in Review

Measured Wealth Private Client Group opened a new position in Copa Holdings (CPA) in Q2 2026: 1,121 shares worth $174K. The stake represents 0.04% of the portfolio and ranks #211 among its holdings. This is a return to the name: Measured Wealth Private Client Group previously reported a position in CPA as recently as Q3 2023.

Measured Wealth Private Client Group first reported a position in CPA in Q1 2023 and has held it in 4 quarters since. The position peaked at $731K in Q2 2023. 326 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Measured Wealth Private Client Group held 1,121 shares of Copa Holdings worth $174K as of Q2 2026.
Copa Holdings was a new Measured Wealth Private Client Group position in Q2 2026.
Copa Holdings made up 0.04% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #211 holding.
Measured Wealth Private Client Group first reported a position in Copa Holdings in Q1 2023 and has held it in 4 quarters since.
Measured Wealth Private Client Group's Copa Holdings position peaked at $731K in Q2 2023.
326 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.