VELA Investment Management’s Copa Holdings CPA Stock Holding History

VELA Investment 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	$6.09M	Buy	39,119 +85	+0.2%	+$11.1K	1.33%	17
2026 Q1	$4.43M	Buy	39,034 +2,291	+6%	+$301K	1.03%	26
2025 Q4	$4.43M	Buy	36,743 +1,467	+4%	+$179K	1.05%	25
2025 Q3	$4.19M	Sell	35,276 -465	-1%	-$53.2K	1.02%	26
2025 Q2	$3.93M	Buy	35,741 +699	+2%	+$69K	1.07%	25
2025 Q1	$3.24M	Hold	35,042	–	–	1.02%	27
2024 Q4	$3.08M	Buy	35,042 +2,671	+8%	+$253K	0.86%	32
2024 Q3	$3.04M	Buy	32,371 +3,995	+14%	+$361K	0.94%	31
2024 Q2	$2.7M	Buy	28,376 +13,020	+85%	+$1.3M	0.84%	36
2024 Q1	$1.6M	Buy	15,356 +1,397	+10%	+$139K	0.54%	59
2023 Q4	$1.48M	Hold	13,959	–	–	0.57%	55
2023 Q3	$1.24M	Buy	13,959 +195	+1%	+$20.3K	0.55%	61
2023 Q2	$1.52M	Buy	13,764 +1,803	+15%	+$181K	0.7%	48
2023 Q1	$1.1M	Hold	11,961	–	–	0.5%	70
2022 Q4	$995K	Buy	11,961 +674	+6%	+$53K	0.49%	70
2022 Q3	$756K	Buy	11,287 +2,848	+34%	+$198K	0.43%	76
2022 Q2	$535K	Buy	8,439 +37	+0.4%	+$2.61K	0.31%	91
2022 Q1	$703K	Buy	8,402 +41	+0.5%	+$3.37K	0.44%	68
2021 Q4	$691K	Buy	+8,361	New	+$655K	0.46%	63

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

VELA Investment Management's CPA Position: Q2 2026 in Review

VELA Investment Management increased its Copa Holdings (CPA) stake by 0.22% in Q2 2026, buying an estimated $11.1K and bringing the position to 39,119 shares worth $6.09M. The position accounts for 1.33% of the portfolio, ranked #17.

VELA Investment Management first reported a position in CPA in Q4 2021 and has held it in 19 quarters since. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

VELA Investment Management held 39,119 shares of Copa Holdings worth $6.09M as of Q2 2026.
VELA Investment Management bought 85 Copa Holdings shares in Q2 2026, an estimated $11.1K.
Copa Holdings made up 1.33% of VELA Investment Management's portfolio in Q2 2026, its #17 holding.
VELA Investment Management first reported a position in Copa Holdings in Q4 2021 and has held it in 19 quarters since.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.