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 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 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

Independent Solutions Wealth Management's CP Position: Q1 2026 in Review

Independent Solutions Wealth Management reduced its Canadian Pacific Kansas City (CP) stake by 0.19% in Q1 2026, selling an estimated $1.5K and leaving 10,113 shares worth $795K. The position accounts for 0.12% of the portfolio, ranked #125.

Independent Solutions Wealth Management first reported a position in CP in Q2 2023 and has held it in 12 quarters since. The position peaked at $994K in Q2 2023. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Independent Solutions Wealth Management held 10,113 shares of Canadian Pacific Kansas City worth $795K as of Q1 2026.
Independent Solutions Wealth Management sold 19 Canadian Pacific Kansas City shares in Q1 2026, an estimated $1.5K.
Canadian Pacific Kansas City made up 0.12% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #125 holding.
Independent Solutions Wealth Management first reported a position in Canadian Pacific Kansas City in Q2 2023 and has held it in 12 quarters since.
Independent Solutions Wealth Management's Canadian Pacific Kansas City position peaked at $994K in Q2 2023.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.