Northwestern Mutual Wealth Management’s Copa Holdings CPA Stock Holding History

Northwestern Mutual 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
2026 Q2	$3.42K	Buy	22 +13	+144%	+$1.69K	﹤0.01%	3515
2026 Q1	$1.02K	Sell	9 -6	-40%	-$788	﹤0.01%	3748
2025 Q4	$1.81K	Sell	15 -4	-21%	-$489	﹤0.01%	3512
2025 Q3	$2.26K	Buy	19 +15	+375%	+$1.72K	﹤0.01%	3357
2025 Q2	$440	Hold	4	–	–	﹤0.01%	3458
2025 Q1	$370	Sell	4 -53	-93%	-$4.92K	﹤0.01%	3403
2024 Q4	$5.01K	Buy	57 +53	+1,325%	+$5.03K	﹤0.01%	2953
2024 Q3	$375	Hold	4	–	–	﹤0.01%	3368
2024 Q2	$381	Hold	4	–	–	﹤0.01%	3316
2024 Q1	$417	Hold	4	–	–	﹤0.01%	3325
2023 Q4	$425	Buy	4 +1	+33%	+$91	﹤0.01%	3292
2023 Q3	$267	Buy	+3	New	+$312	﹤0.01%	3161
2023 Q2	–	Sell	-28	Closed	-$2.59K	–	3382
2023 Q1	$2.59K	Buy	+28	New	+$2.54K	﹤0.01%	2895
2022 Q4	–	Sell	-43	Closed	-$3K	–	3344
2022 Q3	$3K	Hold	43	–	–	﹤0.01%	2781
2022 Q2	$3K	Buy	+43	New	+$3.03K	﹤0.01%	2824
2019 Q2	–	Sell	-57	Closed	-$4K	–	2528
2019 Q1	$4K	Buy	+57	New	+$5.01K	﹤0.01%	2174
2018 Q4	–	Sell	-120	Closed	-$10K	–	2423
2018 Q3	$10K	Sell	120 -46	-28%	-$4.03K	﹤0.01%	1922
2018 Q2	$16K	Buy	+166	New	+$18.6K	﹤0.01%	1668
2016 Q2	–	Sell	-247	Closed	-$17K	–	2080
2016 Q1	$17K	Buy	+247	New	+$13.9K	﹤0.01%	1247
2015 Q4	–	Sell	-19	Closed	-$1K	–	1616
2015 Q3	$1K	Buy	+19	New	+$1.2K	﹤0.01%	1541
2014 Q4	–	Sell	-2	Closed	–	–	1716
2014 Q3	$0	Buy	+2	New	+$266	﹤0.01%	1334

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

Northwestern Mutual Wealth Management's CPA Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Copa Holdings (CPA) stake by 144% in Q2 2026, buying an estimated $1.69K and bringing the position to 22 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #3515.

Northwestern Mutual Wealth Management first reported a position in CPA in Q3 2014 and has held it in 21 quarters since. The position peaked at $17K in Q1 2016. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Northwestern Mutual Wealth Management held 22 shares of Copa Holdings worth $3.42K as of Q2 2026.
Northwestern Mutual Wealth Management bought 13 Copa Holdings shares in Q2 2026, an estimated $1.69K.
Copa Holdings made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3515 holding.
Northwestern Mutual Wealth Management first reported a position in Copa Holdings in Q3 2014 and has held it in 21 quarters since.
Northwestern Mutual Wealth Management's Copa Holdings position peaked at $17K in Q1 2016.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.