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Accredited Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Accredited Wealth Management’s Portfolio CP Stock Details CP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$517K Sell
443
-6,478
-94% -$495K 0.39% 45
2025
Q2 		$550K Hold
6,921
– – 0.45% 38
2025
Q1 		$487K Hold
6,921
– – 0.41% 34
2024
Q4 		$502K Buy
+6,921
New +$533K 0.44% 40

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Accredited Wealth Management's CP Position: Q3 2025 in Review

Accredited Wealth Management reduced its Canadian Pacific Kansas City (CP) stake by 94% in Q3 2025, selling an estimated $495K and leaving 443 shares worth $517K. The position accounts for 0.39% of the portfolio, ranked #45.

Accredited Wealth Management first reported a position in CP in Q4 2024 and has held it in 4 quarters since. The position peaked at $550K in Q2 2025. 949 funds tracked by Wall St. Rank hold CP as of Q3 2025.

  • Accredited Wealth Management held 443 shares of Canadian Pacific Kansas City worth $517K as of Q3 2025.
  • Accredited Wealth Management sold 6,478 Canadian Pacific Kansas City shares in Q3 2025, an estimated $495K.
  • Canadian Pacific Kansas City made up 0.39% of Accredited Wealth Management's portfolio in Q3 2025, its #45 holding.
  • Accredited Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Canadian Pacific Kansas City position peaked at $550K in Q2 2025.
  • 949 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.