True Wealth Design’s Copa Holdings CPA Stock Holding History

True Wealth Design’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	$16.3K	Buy	105 +34	+48%	+$4.42K	﹤0.01%	888
2026 Q1	$8.07K	Buy	71 +36	+103%	+$4.72K	﹤0.01%	1050
2025 Q4	$4.22K	Buy	35 +1	+3%	+$122	﹤0.01%	1155
2025 Q3	$4.04K	Buy	34 +33	+3,300%	+$3.78K	﹤0.01%	1162
2025 Q2	$110	Buy	+1	New	+$99	﹤0.01%	2220

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

True Wealth Design's CPA Position: Q2 2026 in Review

True Wealth Design increased its Copa Holdings (CPA) stake by 48% in Q2 2026, buying an estimated $4.42K and bringing the position to 105 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

True Wealth Design first reported a position in CPA in Q2 2025 and has held it in 5 quarters since. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

True Wealth Design held 105 shares of Copa Holdings worth $16.3K as of Q2 2026.
True Wealth Design bought 34 Copa Holdings shares in Q2 2026, an estimated $4.42K.
Copa Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #888 holding.
True Wealth Design first reported a position in Copa Holdings in Q2 2025 and has held it in 5 quarters since.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.