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

Arista 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	$393K	Hold	4,540	–	–	0.04%	192
2026 Q1	$357K	Hold	4,540	–	–	0.04%	198
2025 Q4	$334K	Hold	4,540	–	–	0.04%	187
2025 Q3	$338K	Hold	4,540	–	–	0.04%	189
2025 Q2	$360K	Buy	+4,540	New	+$349K	0.05%	174

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Arista Wealth Management held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 4,540 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #192.

Arista Wealth Management first reported a position in CP in Q2 2025 and has held it in 5 quarters since. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Arista Wealth Management held 4,540 shares of Canadian Pacific Kansas City worth $393K as of Q2 2026.
Arista Wealth Management left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
Canadian Pacific Kansas City made up 0.04% of Arista Wealth Management's portfolio in Q2 2026, its #192 holding.
Arista Wealth Management first reported a position in Canadian Pacific Kansas City in Q2 2025 and has held it in 5 quarters since.
976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.