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 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 $570B AUM 27.57% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Aspiriant LLC's CP Position: Q1 2026 in Review

Aspiriant LLC reduced its Canadian Pacific Kansas City (CP) stake by 0.19% in Q1 2026, selling an estimated $1.34K and leaving 8,857 shares worth $697K. The position accounts for 0.02% of the portfolio, ranked #189.

Aspiriant LLC first reported a position in CP in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.07M in Q2 2023. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Aspiriant LLC held 8,857 shares of Canadian Pacific Kansas City worth $697K as of Q1 2026.
Aspiriant LLC sold 17 Canadian Pacific Kansas City shares in Q1 2026, an estimated $1.34K.
Canadian Pacific Kansas City made up 0.02% of Aspiriant LLC's portfolio in Q1 2026, its #189 holding.
Aspiriant LLC first reported a position in Canadian Pacific Kansas City in Q2 2022 and has held it in 14 quarters since.
Aspiriant LLC's Canadian Pacific Kansas City position peaked at $1.07M in Q2 2023.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.