Aprio Wealth Management
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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
Q3 		$357K Buy
4,191
+398
+10% +$36.1K 0.02% 478
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

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Aprio Wealth Management's CP Position: Q3 2026 in Review

Aprio Wealth Management increased its Canadian Pacific Kansas City (CP) stake by 10% in Q3 2026, buying an estimated $36.1K and bringing the position to 4,191 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #478.

Aprio Wealth Management first reported a position in CP in Q4 2025 and has held it in 4 quarters since. 358 funds tracked by Wall St. Rank hold CP as of Q3 2026.

  • Aprio Wealth Management held 4,191 shares of Canadian Pacific Kansas City worth $357K as of Q3 2026.
  • Aprio Wealth Management bought 398 Canadian Pacific Kansas City shares in Q3 2026, an estimated $36.1K.
  • Canadian Pacific Kansas City made up 0.02% of Aprio Wealth Management's portfolio in Q3 2026, its #478 holding.
  • Aprio Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2025 and has held it in 4 quarters since.
  • 358 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.