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Elevation Wealth Partners’s Canadian Pacific Kansas City CP Stock Holding History

Elevation Wealth Partners’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
Q3 		$16.3K Buy
191
+62
+48% +$5.62K ﹤0.01% 743
2026
Q2 		$11.2K Buy
+129
New +$11.1K ﹤0.01% 780

Other funds holding CP

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Elevation Wealth Partners's CP Position: Q3 2026 in Review

Elevation Wealth Partners increased its Canadian Pacific Kansas City (CP) stake by 48% in Q3 2026, buying an estimated $5.62K and bringing the position to 191 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Elevation Wealth Partners first reported a position in CP in Q2 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold CP as of Q3 2026.

  • Elevation Wealth Partners held 191 shares of Canadian Pacific Kansas City worth $16.3K as of Q3 2026.
  • Elevation Wealth Partners bought 62 Canadian Pacific Kansas City shares in Q3 2026, an estimated $5.62K.
  • Canadian Pacific Kansas City made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #743 holding.
  • Elevation Wealth Partners first reported a position in Canadian Pacific Kansas City in Q2 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.