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 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 $570B AUM 27.57% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Icon Wealth Advisors's CP Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Canadian Pacific Kansas City (CP) stake by 42% in Q1 2026, selling an estimated $185K and leaving 3,181 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #335.

Icon Wealth Advisors first reported a position in CP in Q3 2022 and has held it in 12 quarters since. The position peaked at $679K in Q3 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Icon Wealth Advisors held 3,181 shares of Canadian Pacific Kansas City worth $268K as of Q1 2026.
Icon Wealth Advisors sold 2,339 Canadian Pacific Kansas City shares in Q1 2026, an estimated $185K.
Canadian Pacific Kansas City made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #335 holding.
Icon Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's Canadian Pacific Kansas City position peaked at $679K in Q3 2024.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.