Clarius Group LLC’s Canadian Pacific Kansas City CP Stock Holding History

Clarius Group 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
2025 Q4	$221K	Sell	3,004 -9	-0.3%	-$662	0.01%	356
2025 Q3	$224K	Sell	3,013 -881	-23%	-$67.3K	0.01%	360
2025 Q2	$309K	Sell	3,894 -913	-19%	-$70.2K	0.02%	350
2025 Q1	$337K	Buy	4,807 +677	+16%	+$51.5K	0.02%	322
2024 Q4	$299K	Sell	4,130 -49	-1%	-$3.77K	0.02%	322
2024 Q3	$357K	Sell	4,179 -832	-17%	-$68.4K	0.03%	278
2024 Q2	$395K	Sell	5,011 -740	-13%	-$60.2K	0.03%	258
2024 Q1	$507K	Sell	5,751 -571	-9%	-$47.9K	0.04%	223
2023 Q4	$500K	Buy	6,322 +38	+0.6%	+$2.78K	0.04%	238
2023 Q3	$468K	Sell	6,284 -794	-11%	-$63K	0.04%	228
2023 Q2	$572K	Sell	7,078 -21	-0.3%	-$1.66K	0.04%	231
2023 Q1	$546K	Sell	7,099 -65	-0.9%	-$5.02K	0.05%	235
2022 Q4	$534K	Buy	7,164 +215	+3%	+$16.2K	0.05%	237
2022 Q3	$464K	Buy	6,949 +974	+16%	+$73.5K	0.05%	227
2022 Q2	$417K	Buy	5,975 +121	+2%	+$8.76K	0.04%	250
2022 Q1	$421K	Hold	5,854	–	–	0.03%	283
2021 Q4	$421K	Buy	+5,854	New	+$428K	0.03%	283

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clarius Group LLC's CP Position: Q4 2025 in Review

Clarius Group LLC reduced its Canadian Pacific Kansas City (CP) stake by 0.3% in Q4 2025, selling an estimated $662 and leaving 3,004 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #356.

Clarius Group LLC first reported a position in CP in Q4 2021 and has held it in 17 quarters since. The position peaked at $572K in Q2 2023. 962 funds tracked by Wall St. Rank hold CP as of Q4 2025.

Clarius Group LLC held 3,004 shares of Canadian Pacific Kansas City worth $221K as of Q4 2025.
Clarius Group LLC sold 9 Canadian Pacific Kansas City shares in Q4 2025, an estimated $662.
Canadian Pacific Kansas City made up 0.01% of Clarius Group LLC's portfolio in Q4 2025, its #356 holding.
Clarius Group LLC first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 17 quarters since.
Clarius Group LLC's Canadian Pacific Kansas City position peaked at $572K in Q2 2023.
962 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.