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

Diversify 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
Q1 		$202K Buy
+2,399
New +$190K ﹤0.01% 1091
2025
Q1 		– Sell
-4,130
Closed -$308K – 514
2024
Q4 		$308K Sell
4,130
-561
-12% -$43.2K 0.02% 427
2024
Q3 		$370K Sell
4,691
-176
-4% -$14.5K 0.04% 363
2024
Q2 		$375K Buy
+4,867
New +$396K 0.05% 323

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Diversify Wealth Management's CP Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Canadian Pacific Kansas City (CP) in Q1 2026: 2,399 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1091 among its holdings. This is a return to the name: Diversify Wealth Management previously reported a position in CP as recently as Q4 2024.

Diversify Wealth Management first reported a position in CP in Q2 2024 and has held it in 4 quarters since. The position peaked at $375K in Q2 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Diversify Wealth Management held 2,399 shares of Canadian Pacific Kansas City worth $202K as of Q1 2026.
  • Canadian Pacific Kansas City was a new Diversify Wealth Management position in Q1 2026.
  • Canadian Pacific Kansas City made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #1091 holding.
  • Diversify Wealth Management first reported a position in Canadian Pacific Kansas City in Q2 2024 and has held it in 4 quarters since.
  • Diversify Wealth Management's Canadian Pacific Kansas City position peaked at $375K in Q2 2024.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.