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 Q2	$782K	Buy	5,029 +1,103	+28%	+$144K	0.53%	54
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 $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

Total Wealth Planning & Management's CPA Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Copa Holdings (CPA) stake by 28% in Q2 2026, buying an estimated $144K and bringing the position to 5,029 shares worth $782K. The position accounts for 0.53% of the portfolio, ranked #54.

Total Wealth Planning & Management first reported a position in CPA in Q4 2024 and has held it in 6 quarters since. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Total Wealth Planning & Management held 5,029 shares of Copa Holdings worth $782K as of Q2 2026.
Total Wealth Planning & Management bought 1,103 Copa Holdings shares in Q2 2026, an estimated $144K.
Copa Holdings made up 0.53% of Total Wealth Planning & Management's portfolio in Q2 2026, its #54 holding.
Total Wealth Planning & Management first reported a position in Copa Holdings in Q4 2024 and has held it in 6 quarters since.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.