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

Aprio 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
2026
Q2 		$329K Buy
3,793
+729
+24% +$62.5K 0.02% 485
2026
Q1 		$241K Sell
3,064
-600
-16% -$47.4K 0.01% 550
2025
Q4 		$270K Buy
+3,664
New +$270K 0.02% 463

Other funds holding CP

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Aprio Wealth Management's CP Position: Q2 2026 in Review

Aprio Wealth Management increased its Canadian Pacific Kansas City (CP) stake by 24% in Q2 2026, buying an estimated $62.5K and bringing the position to 3,793 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #485.

Aprio Wealth Management first reported a position in CP in Q4 2025 and has held it in 3 quarters since. 375 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Aprio Wealth Management held 3,793 shares of Canadian Pacific Kansas City worth $329K as of Q2 2026.
  • Aprio Wealth Management bought 729 Canadian Pacific Kansas City shares in Q2 2026, an estimated $62.5K.
  • Canadian Pacific Kansas City made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #485 holding.
  • Aprio Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2025 and has held it in 3 quarters since.
  • 375 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.