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

Icon 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	$470K	Buy	5,429 +2,248	+71%	+$193K	0.03%	285
2026 Q1	$268K	Sell	3,181 -2,339	-42%	-$185K	0.02%	335
2025 Q4	$402K	Buy	5,520 +13	+0.2%	+$957	0.03%	276
2025 Q3	$410K	Hold	5,507	–	–	0.03%	277
2025 Q2	$437K	Buy	5,507 +2,494	+83%	+$192K	0.03%	264
2025 Q1	$212K	Sell	3,013 -3,962	-57%	-$301K	0.02%	341
2024 Q4	$505K	Sell	6,975 -964	-12%	-$74.3K	0.04%	214
2024 Q3	$679K	Buy	7,939 +385	+5%	+$31.7K	0.06%	181
2024 Q2	$633K	Buy	7,554 +2,366	+46%	+$193K	0.06%	179
2024 Q1	$457K	Buy	5,188 +378	+8%	+$31.7K	0.04%	222
2023 Q4	$380K	Buy	+4,810	New	+$352K	0.04%	228
2022 Q4	$486K	Sell	6,518 -915	-12%	-$68.8K	0.06%	196
2022 Q3	$496K	Buy	+7,433	New	+$561K	0.06%	187

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

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

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

Icon Wealth Advisors increased its Canadian Pacific Kansas City (CP) stake by 71% in Q2 2026, buying an estimated $193K and bringing the position to 5,429 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #285.

Icon Wealth Advisors first reported a position in CP in Q3 2022 and has held it in 13 quarters since. The position peaked at $679K in Q3 2024. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Icon Wealth Advisors held 5,429 shares of Canadian Pacific Kansas City worth $470K as of Q2 2026.
Icon Wealth Advisors bought 2,248 Canadian Pacific Kansas City shares in Q2 2026, an estimated $193K.
Canadian Pacific Kansas City made up 0.03% of Icon Wealth Advisors's portfolio in Q2 2026, its #285 holding.
Icon Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's Canadian Pacific Kansas City position peaked at $679K in Q3 2024.
980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.