Vise Technologies’s Copa Holdings CPA Stock Holding History

Vise Technologies’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	$217K	Buy	+1,395	New	+$182K	﹤0.01%	1646
2024 Q4	–	Sell	-2,929	Closed	-$275K	–	819
2024 Q3	$275K	Buy	2,929 +724	+33%	+$65.5K	0.04%	471
2024 Q2	$210K	Buy	2,205 +58	+3%	+$5.79K	0.04%	394
2024 Q1	$224K	Sell	2,147 -643	-23%	-$63.9K	0.04%	348
2023 Q4	$297K	Sell	2,790 -413	-13%	-$37.8K	0.06%	274
2023 Q3	$285K	Sell	3,203 -651	-17%	-$67.6K	0.07%	250
2023 Q2	$426K	Buy	+3,854	New	+$386K	0.1%	194

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

Vise Technologies's CPA Position: Q2 2026 in Review

Vise Technologies opened a new position in Copa Holdings (CPA) in Q2 2026: 1,395 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #1646 among its holdings. This is a return to the name: Vise Technologies previously reported a position in CPA as recently as Q3 2024.

Vise Technologies first reported a position in CPA in Q2 2023 and has held it in 7 quarters since. The position peaked at $426K in Q2 2023. 326 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Vise Technologies held 1,395 shares of Copa Holdings worth $217K as of Q2 2026.
Copa Holdings was a new Vise Technologies position in Q2 2026.
Copa Holdings made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1646 holding.
Vise Technologies first reported a position in Copa Holdings in Q2 2023 and has held it in 7 quarters since.
Vise Technologies's Copa Holdings position peaked at $426K in Q2 2023.
326 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.