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Arkadios Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Arkadios Wealth Advisors’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
Q1 		$311K Buy
3,950
+348
+10% +$27.5K 0.01% 1342
2025
Q4 		$265K Buy
3,602
+460
+15% +$33.9K 0.01% 1303
2025
Q3 		$234K Buy
3,142
+48
+2% +$3.67K 0.01% 1285
2025
Q2 		$245K Buy
+3,094
New +$238K 0.01% 1132
2025
Q1 		– Sell
-3,208
Closed -$232K – 1143
2024
Q4 		$232K Sell
3,208
-824
-20% -$63.5K 0.01% 811
2024
Q3 		$345K Sell
4,032
-236
-6% -$19.4K 0.02% 663
2024
Q2 		$336K Buy
4,268
+355
+9% +$28.9K 0.02% 599
2024
Q1 		$345K Sell
3,913
-84
-2% -$7.05K 0.03% 494
2023
Q4 		$316K Buy
3,997
+307
+8% +$22.5K 0.03% 507
2023
Q3 		$275K Buy
3,690
+253
+7% +$20.1K 0.03% 518
2023
Q2 		$278K Buy
3,437
+289
+9% +$22.8K 0.03% 471
2023
Q1 		$242K Buy
3,148
+132
+4% +$10.2K 0.03% 503
2022
Q4 		$225K Sell
3,016
-38
-1% -$2.86K 0.03% 487
2022
Q3 		$204K Buy
+3,054
New +$231K 0.03% 487
2022
Q2 		– Sell
-3,135
Closed -$259K – 555
2022
Q1 		$259K Buy
+3,135
New +$236K 0.03% 463

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Arkadios Wealth Advisors's CP Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Canadian Pacific Kansas City (CP) stake by 9.7% in Q1 2026, buying an estimated $27.5K and bringing the position to 3,950 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #1342.

Arkadios Wealth Advisors first reported a position in CP in Q1 2022 and has held it in 15 quarters since. The position peaked at $345K in Q1 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Arkadios Wealth Advisors held 3,950 shares of Canadian Pacific Kansas City worth $311K as of Q1 2026.
  • Arkadios Wealth Advisors bought 348 Canadian Pacific Kansas City shares in Q1 2026, an estimated $27.5K.
  • Canadian Pacific Kansas City made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1342 holding.
  • Arkadios Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q1 2022 and has held it in 15 quarters since.
  • Arkadios Wealth Advisors's Canadian Pacific Kansas City position peaked at $345K in Q1 2024.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.