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

Asset One 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 		$2M Buy
22,087
+3,590
+19% +$308K 0.21% 111
2026
Q1 		$1.53M Buy
+18,497
New +$1.46M 0.17% 127

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Asset One Wealth Management's CP Position: Q2 2026 in Review

Asset One Wealth Management increased its Canadian Pacific Kansas City (CP) stake by 19% in Q2 2026, buying an estimated $308K and bringing the position to 22,087 shares worth $2M. The position accounts for 0.21% of the portfolio, ranked #111.

Asset One Wealth Management first reported a position in CP in Q1 2026 and has held it in 2 quarters since. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Asset One Wealth Management held 22,087 shares of Canadian Pacific Kansas City worth $2M as of Q2 2026.
  • Asset One Wealth Management bought 3,590 Canadian Pacific Kansas City shares in Q2 2026, an estimated $308K.
  • Canadian Pacific Kansas City made up 0.21% of Asset One Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Asset One Wealth Management first reported a position in Canadian Pacific Kansas City in Q1 2026 and has held it in 2 quarters since.
  • 976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.