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Blue Zone Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Blue Zone Wealth Advisors’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 		$6.27M Sell
72,357
-4,603
-6% -$394K 1.09% 29
2026
Q1 		$6.05M Sell
76,960
-5,044
-6% -$399K 1.23% 33
2025
Q4 		$6.04M Buy
82,004
+396
+0.5% +$29.1K 1.15% 34
2025
Q3 		$6.08M Buy
81,608
+1,884
+2% +$144K 1.21% 36
2025
Q2 		$6.32M Buy
79,724
+2,767
+4% +$213K 1.58% 26
2025
Q1 		$5.4M Buy
76,957
+22,914
+42% +$1.74M 1.5% 31
2024
Q4 		$3.91M Buy
54,043
+2,187
+4% +$168K 1.13% 44
2024
Q3 		$4.44M Buy
51,856
+3,784
+8% +$311K 1.38% 34
2024
Q2 		$3.78M Buy
48,072
+894
+2% +$72.8K 1.31% 37
2024
Q1 		$4.16M Buy
+47,178
New +$3.96M 1.43% 33

Other funds holding CP

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Blue Zone Wealth Advisors's CP Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its Canadian Pacific Kansas City (CP) stake by 6% in Q2 2026, selling an estimated $394K and leaving 72,357 shares worth $6.27M. The position accounts for 1.09% of the portfolio, ranked #29.

Blue Zone Wealth Advisors first reported a position in CP in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.32M in Q2 2025. 136 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Blue Zone Wealth Advisors held 72,357 shares of Canadian Pacific Kansas City worth $6.27M as of Q2 2026.
  • Blue Zone Wealth Advisors sold 4,603 Canadian Pacific Kansas City shares in Q2 2026, an estimated $394K.
  • Canadian Pacific Kansas City made up 1.09% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Blue Zone Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q1 2024 and has held it in 10 quarters since.
  • Blue Zone Wealth Advisors's Canadian Pacific Kansas City position peaked at $6.32M in Q2 2025.
  • 136 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.