Whipplewood Advisors’s Copa Holdings CPA Stock Holding History

Whipplewood Advisors’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	–	Sell	-15	Closed	-$1.7K	–	726
2026 Q1	$1.7K	Buy	+15	New	+$1.97K	﹤0.01%	795
2025 Q3	–	Sell	-15	Closed	-$1.65K	–	489
2025 Q2	$1.65K	Sell	15 -63	-81%	-$6.22K	﹤0.01%	915
2025 Q1	$1.39K	Buy	78 +63	+420%	+$5.85K	﹤0.01%	957
2024 Q4	$1.32K	Buy	+15	New	+$1.42K	﹤0.01%	958

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

Whipplewood Advisors's CPA Position: Q2 2026 in Review

Whipplewood Advisors sold out of Copa Holdings (CPA) in Q2 2026, closing a stake of 15 shares — an estimated $1.7K sold.

Whipplewood Advisors first reported a position in CPA in Q4 2024 and held it in 4 quarters. The position peaked at $1.7K in Q1 2026. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Whipplewood Advisors reported no remaining Copa Holdings position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 15 Copa Holdings shares in Q2 2026, an estimated $1.7K.
Whipplewood Advisors first reported a position in Copa Holdings in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's Copa Holdings position peaked at $1.7K in Q1 2026.
325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.