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

HHM 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 		$5.63K Buy
+65
New +$5.57K ﹤0.01% 712
2025
Q2 		– Sell
-27
Closed -$1.9K – 874
2025
Q1 		$1.9K Buy
27
+2
+8% +$152 ﹤0.01% 759
2024
Q4 		$1.81K Hold
25
– – ﹤0.01% 763
2024
Q3 		$2.14K Buy
+25
New +$2.06K ﹤0.01% 705

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

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

HHM Wealth Advisors opened a new position in Canadian Pacific Kansas City (CP) in Q2 2026: 65 shares worth $5.63K. The stake represents ﹤0.01% of the portfolio and ranks #712 among its holdings. This is a return to the name: HHM Wealth Advisors previously reported a position in CP as recently as Q1 2025.

HHM Wealth Advisors first reported a position in CP in Q3 2024 and has held it in 4 quarters since. 986 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • HHM Wealth Advisors held 65 shares of Canadian Pacific Kansas City worth $5.63K as of Q2 2026.
  • Canadian Pacific Kansas City was a new HHM Wealth Advisors position in Q2 2026.
  • Canadian Pacific Kansas City made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #712 holding.
  • HHM Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q3 2024 and has held it in 4 quarters since.
  • 986 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

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