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Independent Solutions Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Independent Solutions Wealth Management’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 		$873K Sell
10,079
-34
-0.3% -$2.91K 0.11% 132
2026
Q1 		$795K Sell
10,113
-19
-0.2% -$1.5K 0.12% 125
2025
Q4 		$746K Buy
10,132
+70
+0.7% +$5.15K 0.14% 110
2025
Q3 		$750K Sell
10,062
-321
-3% -$24.5K 0.13% 112
2025
Q2 		$823K Sell
10,383
-366
-3% -$28.2K 0.16% 112
2025
Q1 		$755K Sell
10,749
-101
-0.9% -$7.68K 0.17% 112
2024
Q4 		$785K Hold
10,850
– – 0.17% 114
2024
Q3 		$928K Sell
10,850
-126
-1% -$10.4K 0.21% 100
2024
Q2 		$864K Sell
10,976
-153
-1% -$12.5K 0.2% 105
2024
Q1 		$981K Sell
11,129
-218
-2% -$18.3K 0.23% 99
2023
Q4 		$897K Sell
11,347
-16
-0.1% -$1.17K 0.23% 101
2023
Q3 		$846K Sell
11,363
-942
-8% -$74.7K 0.22% 100
2023
Q2 		$994K Buy
+12,305
New +$971K 0.25% 94

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

Independent Solutions Wealth Management's CP Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Canadian Pacific Kansas City (CP) stake by 0.34% in Q2 2026, selling an estimated $2.91K and leaving 10,079 shares worth $873K. The position accounts for 0.11% of the portfolio, ranked #132.

Independent Solutions Wealth Management first reported a position in CP in Q2 2023 and has held it in 13 quarters since. The position peaked at $994K in Q2 2023. 984 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Independent Solutions Wealth Management held 10,079 shares of Canadian Pacific Kansas City worth $873K as of Q2 2026.
  • Independent Solutions Wealth Management sold 34 Canadian Pacific Kansas City shares in Q2 2026, an estimated $2.91K.
  • Canadian Pacific Kansas City made up 0.11% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Independent Solutions Wealth Management first reported a position in Canadian Pacific Kansas City in Q2 2023 and has held it in 13 quarters since.
  • Independent Solutions Wealth Management's Canadian Pacific Kansas City position peaked at $994K in Q2 2023.
  • 984 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.