EWA
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EverSource Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

EverSource Wealth Advisors’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
Q2 		$126K Sell
1,450
-678
-32% -$58.1K ﹤0.01% 1260
2026
Q1 		$167K Buy
2,128
+610
+40% +$48.2K 0.01% 1152
2025
Q4 		$112K Buy
1,518
+202
+15% +$14.9K ﹤0.01% 1258
2025
Q3 		$98K Buy
1,316
+9
+0.7% +$688 ﹤0.01% 1292
2025
Q2 		$104K Buy
1,307
+369
+39% +$28.4K ﹤0.01% 1186
2025
Q1 		$65.9K Buy
938
+422
+82% +$32.1K ﹤0.01% 1099
2024
Q4 		$37.3K Buy
516
+47
+10% +$3.62K ﹤0.01% 1320
2024
Q3 		$40.1K Buy
469
+138
+42% +$11.3K ﹤0.01% 1158
2024
Q2 		$27.7K Sell
331
-5
-1% -$407 ﹤0.01% 1352
2024
Q1 		$26.4K Buy
336
+92
+38% +$7.72K ﹤0.01% 1235
2023
Q4 		$19.3K Buy
244
+39
+19% +$2.85K ﹤0.01% 1247
2023
Q3 		$15.3K Sell
205
-75
-27% -$5.95K ﹤0.01% 1233
2023
Q2 		$22.6K Buy
280
+45
+19% +$3.55K ﹤0.01% 1113
2023
Q1 		$18.1K Sell
235
-7
-3% -$540 ﹤0.01% 1115
2022
Q4 		$18.1K Sell
242
-2
-0.8% -$150 ﹤0.01% 1095
2022
Q3 		$16K Buy
244
+146
+149% +$11K ﹤0.01% 975
2022
Q2 		$7K Sell
98
-32
-25% -$2.32K ﹤0.01% 1144
2022
Q1 		$11K Sell
130
-25
-16% -$1.88K ﹤0.01% 928
2021
Q4 		$11K Buy
+155
New +$11.3K ﹤0.01% 919

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

EverSource Wealth Advisors's CP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Canadian Pacific Kansas City (CP) stake by 32% in Q2 2026, selling an estimated $58.1K and leaving 1,450 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

EverSource Wealth Advisors first reported a position in CP in Q4 2021 and has held it in 19 quarters since. The position peaked at $167K in Q1 2026. 986 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • EverSource Wealth Advisors held 1,450 shares of Canadian Pacific Kansas City worth $126K as of Q2 2026.
  • EverSource Wealth Advisors sold 678 Canadian Pacific Kansas City shares in Q2 2026, an estimated $58.1K.
  • Canadian Pacific Kansas City made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1260 holding.
  • EverSource Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Canadian Pacific Kansas City position peaked at $167K in Q1 2026.
  • 986 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.