Total Wealth Planning & Management’s Copa Holdings CPA Stock Holding History

Total Wealth Planning & 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 Q1	$446K	Sell	3,926 -169	-4%	-$22.2K	0.33%	108
2025 Q4	$494K	Buy	+4,095	New	+$501K	0.37%	82
2025 Q2	$456K	Sell	4,147 -86	-2%	-$8.49K	0.37%	91
2025 Q1	$391K	Buy	4,233 +1,456	+52%	+$135K	0.37%	96
2024 Q4	$244K	Buy	+2,777	New	+$263K	0.22%	161

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

Total Wealth Planning & Management's CPA Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its Copa Holdings (CPA) stake by 4.1% in Q1 2026, selling an estimated $22.2K and leaving 3,926 shares worth $446K. The position accounts for 0.33% of the portfolio, ranked #108.

Total Wealth Planning & Management first reported a position in CPA in Q4 2024 and has held it in 5 quarters since. The position peaked at $494K in Q4 2025. 298 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

Total Wealth Planning & Management held 3,926 shares of Copa Holdings worth $446K as of Q1 2026.
Total Wealth Planning & Management sold 169 Copa Holdings shares in Q1 2026, an estimated $22.2K.
Copa Holdings made up 0.33% of Total Wealth Planning & Management's portfolio in Q1 2026, its #108 holding.
Total Wealth Planning & Management first reported a position in Copa Holdings in Q4 2024 and has held it in 5 quarters since.
Total Wealth Planning & Management's Copa Holdings position peaked at $494K in Q4 2025.
298 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.