Aspiriant LLC’s Canadian Pacific Kansas City CP Stock Holding History

Aspiriant LLC’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	$767K	Hold	8,857	–	–	0.02%	197
2026 Q1	$697K	Sell	8,857 -17	-0.2%	-$1.34K	0.02%	189
2025 Q4	$653K	Sell	8,874 -925	-9%	-$68.1K	0.02%	195
2025 Q3	$730K	Sell	9,799 -37	-0.4%	-$2.83K	0.02%	173
2025 Q2	$780K	Sell	9,836 -980	-9%	-$75.4K	0.02%	165
2025 Q1	$759K	Buy	10,816 +9	+0.1%	+$685	0.03%	159
2024 Q4	$782K	Buy	10,807 +10	+0.1%	+$770	0.03%	163
2024 Q3	$924K	Buy	10,797 +14	+0.1%	+$1.15K	0.04%	152
2024 Q2	$849K	Sell	10,783 -802	-7%	-$65.3K	0.03%	152
2024 Q1	$1.02M	Sell	11,585 -521	-4%	-$43.7K	0.04%	148
2023 Q4	$957K	Hold	12,106	–	–	0.04%	149
2023 Q3	$901K	Sell	12,106 -1,094	-8%	-$86.8K	0.05%	141
2023 Q2	$1.07M	Buy	+13,200	New	+$1.04M	0.05%	128
2022 Q4	–	Sell	-3,892	Closed	-$260K	–	280
2022 Q3	$260K	Hold	3,892	–	–	0.01%	222
2022 Q2	$272K	Buy	+3,892	New	+$282K	0.01%	223

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

Aspiriant LLC's CP Position: Q2 2026 in Review

Aspiriant LLC held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 8,857 shares worth $767K. The position accounts for 0.02% of the portfolio, ranked #197.

Aspiriant LLC first reported a position in CP in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.07M in Q2 2023. 979 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Aspiriant LLC held 8,857 shares of Canadian Pacific Kansas City worth $767K as of Q2 2026.
Aspiriant LLC left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
Canadian Pacific Kansas City made up 0.02% of Aspiriant LLC's portfolio in Q2 2026, its #197 holding.
Aspiriant LLC first reported a position in Canadian Pacific Kansas City in Q2 2022 and has held it in 15 quarters since.
Aspiriant LLC's Canadian Pacific Kansas City position peaked at $1.07M in Q2 2023.
979 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.