Envestnet Portfolio Solutions
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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

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VCM
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Invesco
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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 $245B 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