AWM
CP icon

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

Avior 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 		$201K Sell
2,317
-367
-14% -$31.4K 0.01% 764
2026
Q1 		$211K Buy
+2,684
New +$212K 0.01% 791
2025
Q4 		– Sell
-4,311
Closed -$321K – 750
2025
Q3 		$321K Sell
4,311
-3,430
-44% -$262K 0.01% 570
2025
Q2 		$614K Sell
7,741
-14
-0.2% -$1.08K 0.02% 386
2025
Q1 		$544K Sell
7,755
-362
-4% -$27.5K 0.02% 382
2024
Q4 		$587K Sell
8,117
-1,156
-12% -$89.1K 0.02% 400
2024
Q3 		$793K Buy
9,273
+1,599
+21% +$131K 0.03% 335
2024
Q2 		$604K Sell
7,674
-1,230
-14% -$100K 0.03% 386
2024
Q1 		$785K Buy
8,904
+3,773
+74% +$317K 0.04% 339
2023
Q4 		$406K Sell
5,131
-12
-0.2% -$878 0.02% 389
2023
Q3 		$383K Hold
5,143
– – 0.03% 391
2023
Q2 		$415K Buy
5,143
+841
+20% +$66.4K 0.03% 385
2023
Q1 		$331K Buy
4,302
+279
+7% +$21.5K 0.02% 437
2022
Q4 		$300K Hold
4,023
– – 0.02% 404
2022
Q3 		$268K Buy
4,023
+50
+1% +$3.77K 0.02% 402
2022
Q2 		$277K Hold
3,973
– – 0.03% 370
2022
Q1 		$327K Sell
3,973
-17
-0.4% -$1.28K 0.03% 367
2021
Q4 		$287K Buy
3,990
+2,898
+265% +$212K 0.02% 392
2021
Q3 		$71K Buy
1,092
+62
+6% +$4.42K 0.01% 525
2021
Q2 		$79K Hold
1,030
– – 0.01% 489
2021
Q1 		$78K Buy
1,030
+515
+100% +$37.1K 0.01% 492
2020
Q4 		$35K Buy
515
+500
+3,333% +$32.5K ﹤0.01% 528
2020
Q3 		$0 Buy
+15
New +$856 ﹤0.01% 938
2020
Q2 		– Sell
-20
Closed – – 908
2020
Q1 		$0 Hold
20
– – ﹤0.01% 789
2019
Q4 		$1K Hold
20
– – ﹤0.01% 741
2019
Q3 		$0 Hold
20
– – ﹤0.01% 789
2019
Q2 		$1K Buy
+20
New +$893 ﹤0.01% 764

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

Avior Wealth Management's CP Position: Q2 2026 in Review

Avior Wealth Management reduced its Canadian Pacific Kansas City (CP) stake by 14% in Q2 2026, selling an estimated $31.4K and leaving 2,317 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #764.

Avior Wealth Management first reported a position in CP in Q2 2019 and has held it in 27 quarters since. The position peaked at $793K in Q3 2024. 977 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Avior Wealth Management held 2,317 shares of Canadian Pacific Kansas City worth $201K as of Q2 2026.
  • Avior Wealth Management sold 367 Canadian Pacific Kansas City shares in Q2 2026, an estimated $31.4K.
  • Canadian Pacific Kansas City made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #764 holding.
  • Avior Wealth Management first reported a position in Canadian Pacific Kansas City in Q2 2019 and has held it in 27 quarters since.
  • Avior Wealth Management's Canadian Pacific Kansas City position peaked at $793K in Q3 2024.
  • 977 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.