NewEdge Advisors’s Copa Holdings CPA Stock Holding History

NewEdge 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	$2.66M	Buy	17,112 +4,015	+31%	+$523K	0.01%	1071
2026 Q1	$1.49M	Buy	13,097 +1,172	+10%	+$154K	0.01%	1261
2025 Q4	$1.44M	Sell	11,925 -318	-3%	-$38.9K	0.01%	1254
2025 Q3	$1.45M	Sell	12,243 -658	-5%	-$75.3K	0.01%	1178
2025 Q2	$1.42M	Buy	+12,901	New	+$1.27M	0.01%	1100
2024 Q4	–	Sell	-75	Closed	-$7.04K	–	3924
2024 Q3	$7.04K	Sell	75 -85	-53%	-$7.68K	﹤0.01%	3046
2024 Q2	$15.2K	Sell	160 -109	-41%	-$10.9K	﹤0.01%	2709
2024 Q1	$28K	Buy	269 +10	+4%	+$994	﹤0.01%	2501
2023 Q4	$27.6K	Sell	259 -39	-13%	-$3.57K	﹤0.01%	2452
2023 Q3	$26.6K	Hold	298	–	–	﹤0.01%	2299
2023 Q2	$33K	Buy	298 +270	+964%	+$27.1K	﹤0.01%	2235
2023 Q1	$2.59K	Sell	28 -1,329	-98%	-$121K	﹤0.01%	2974
2022 Q4	$113K	Buy	+1,357	New	+$107K	﹤0.01%	1402

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

NewEdge Advisors's CPA Position: Q2 2026 in Review

NewEdge Advisors increased its Copa Holdings (CPA) stake by 31% in Q2 2026, buying an estimated $523K and bringing the position to 17,112 shares worth $2.66M. The position accounts for 0.01% of the portfolio, ranked #1071.

NewEdge Advisors first reported a position in CPA in Q4 2022 and has held it in 13 quarters since. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

NewEdge Advisors held 17,112 shares of Copa Holdings worth $2.66M as of Q2 2026.
NewEdge Advisors bought 4,015 Copa Holdings shares in Q2 2026, an estimated $523K.
Copa Holdings made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1071 holding.
NewEdge Advisors first reported a position in Copa Holdings in Q4 2022 and has held it in 13 quarters since.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.