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

Congress 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
2025
Q2 		$3.72M Buy
46,894
+4,019
+9% +$309K 0.04% 439
2025
Q1 		$3.01M Sell
42,875
-1,873
-4% -$142K 0.04% 413
2024
Q4 		$3.24M Sell
44,748
-6,114
-12% -$471K 0.04% 344
2024
Q3 		$4.35M Buy
50,862
+7,928
+18% +$652K 0.06% 312
2024
Q2 		$3.38M Sell
42,934
-2,020
-4% -$164K 0.05% 292
2024
Q1 		$3.96M Sell
44,954
-8,693
-16% -$730K 0.07% 251
2023
Q4 		$4.24M Sell
53,647
-2,145
-4% -$157K 0.08% 240
2023
Q3 		$4.15M Sell
55,792
-2,476
-4% -$196K 0.09% 234
2023
Q2 		$4.71M Sell
58,268
-6,886
-11% -$544K 0.11% 196
2023
Q1 		$5.01M Sell
65,154
-4,796
-7% -$370K 0.12% 186
2022
Q4 		$5.22M Sell
69,950
-8,169
-10% -$615K 0.13% 181
2022
Q3 		$5.21M Sell
78,119
-19,799
-20% -$1.49M 0.14% 179
2022
Q2 		$6.84M Sell
97,918
-6,390
-6% -$463K 0.17% 163
2022
Q1 		$8.61M Sell
104,308
-1,136
-1% -$85.5K 0.19% 158
2021
Q4 		$7.59M Buy
+105,444
New +$7.7M 0.15% 180

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Congress Wealth Management's CP Position: Q2 2025 in Review

Congress Wealth Management increased its Canadian Pacific Kansas City (CP) stake by 9.4% in Q2 2025, buying an estimated $309K and bringing the position to 46,894 shares worth $3.72M. The position accounts for 0.04% of the portfolio, ranked #439.

Congress Wealth Management first reported a position in CP in Q4 2021 and has held it in 15 quarters since. The position peaked at $8.61M in Q1 2022. 992 funds tracked by Wall St. Rank hold CP as of Q2 2025.

  • Congress Wealth Management held 46,894 shares of Canadian Pacific Kansas City worth $3.72M as of Q2 2025.
  • Congress Wealth Management bought 4,019 Canadian Pacific Kansas City shares in Q2 2025, an estimated $309K.
  • Canadian Pacific Kansas City made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #439 holding.
  • Congress Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Canadian Pacific Kansas City position peaked at $8.61M in Q1 2022.
  • 992 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.