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Aventura Private Wealth’s Canadian Pacific Kansas City CP Stock Holding History

Aventura Private Wealth’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 		$40.2K Sell
464
-18
-4% -$1.54K 0.01% 375
2026
Q1 		$37.9K Sell
482
-19
-4% -$1.5K 0.01% 359
2025
Q4 		$36.9K Sell
501
-677
-57% -$49.8K 0.01% 338
2025
Q3 		$87.8K Buy
1,178
+139
+13% +$10.6K 0.03% 233
2025
Q2 		$82.4K Buy
+1,039
New +$79.9K 0.04% 234

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

Aventura Private Wealth's CP Position: Q2 2026 in Review

Aventura Private Wealth reduced its Canadian Pacific Kansas City (CP) stake by 3.7% in Q2 2026, selling an estimated $1.54K and leaving 464 shares worth $40.2K. The position accounts for 0.01% of the portfolio, ranked #375.

Aventura Private Wealth first reported a position in CP in Q2 2025 and has held it in 5 quarters since. The position peaked at $87.8K in Q3 2025. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Aventura Private Wealth held 464 shares of Canadian Pacific Kansas City worth $40.2K as of Q2 2026.
  • Aventura Private Wealth sold 18 Canadian Pacific Kansas City shares in Q2 2026, an estimated $1.54K.
  • Canadian Pacific Kansas City made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #375 holding.
  • Aventura Private Wealth first reported a position in Canadian Pacific Kansas City in Q2 2025 and has held it in 5 quarters since.
  • Aventura Private Wealth's Canadian Pacific Kansas City position peaked at $87.8K in Q3 2025.
  • 976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.