Envestnet Portfolio Solutions’s Canadian Pacific Kansas City CP Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-3,179	Closed	-$234K	–	1330
2025 Q4	$234K	Sell	3,179 -1,418	-31%	-$104K	﹤0.01%	1405
2025 Q3	$342K	Sell	4,597 -662	-13%	-$50.6K	﹤0.01%	1185
2025 Q2	$417K	Sell	5,259 -2,776	-35%	-$214K	﹤0.01%	1179
2025 Q1	$564K	Sell	8,035 -32,852	-80%	-$2.5M	﹤0.01%	996
2024 Q4	$2.96M	Sell	40,887 -14,928	-27%	-$1.15M	0.01%	542
2024 Q3	$4.78M	Sell	55,815 -3,114	-5%	-$256K	0.02%	404
2024 Q2	$4.64M	Sell	58,929 -15,926	-21%	-$1.3M	0.02%	387
2024 Q1	$6.6M	Buy	74,855 +1,012	+1%	+$84.9K	0.02%	317
2023 Q4	$5.84M	Sell	73,843 -5,076	-6%	-$372K	0.02%	293
2023 Q3	$5.87M	Buy	+78,919	New	+$6.26M	0.03%	273

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Envestnet Portfolio Solutions's CP Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Canadian Pacific Kansas City (CP) in Q1 2026, closing a stake of 3,179 shares — an estimated $234K sold.

Envestnet Portfolio Solutions first reported a position in CP in Q3 2023 and held it in 10 quarters. The position peaked at $6.6M in Q1 2024. 958 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining Canadian Pacific Kansas City position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 3,179 Canadian Pacific Kansas City shares in Q1 2026, an estimated $234K.
Envestnet Portfolio Solutions first reported a position in Canadian Pacific Kansas City in Q3 2023 and held it in 10 quarters.
Envestnet Portfolio Solutions's Canadian Pacific Kansas City position peaked at $6.6M in Q1 2024.
958 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.