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 Q3	$754K	Hold	8,857	–	–	0.02%	204
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Aspiriant LLC's CP Position: Q3 2026 in Review

Aspiriant LLC held its Canadian Pacific Kansas City (CP) position steady in Q3 2026 at 8,857 shares worth $754K. The position accounts for 0.02% of the portfolio, ranked #204.

Aspiriant LLC first reported a position in CP in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.07M in Q2 2023. 217 funds tracked by Wall St. Rank hold CP as of Q3 2026.

Aspiriant LLC held 8,857 shares of Canadian Pacific Kansas City worth $754K as of Q3 2026.
Aspiriant LLC left its Canadian Pacific Kansas City share count unchanged in Q3 2026.
Canadian Pacific Kansas City made up 0.02% of Aspiriant LLC's portfolio in Q3 2026, its #204 holding.
Aspiriant LLC first reported a position in Canadian Pacific Kansas City in Q2 2022 and has held it in 16 quarters since.
Aspiriant LLC's Canadian Pacific Kansas City position peaked at $1.07M in Q2 2023.
217 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.