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Integrated Wealth Concepts’s Canadian Pacific Kansas City CP Stock Holding History

Integrated Wealth Concepts’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 		$1.54M Buy
17,773
+3,438
+24% +$295K 0.01% 967
2026
Q1 		$1.13M Buy
+14,335
New +$1.13M 0.01% 1039
2025
Q4 		– Sell
-13,824
Closed -$1.03M – 1701
2025
Q3 		$1.03M Buy
13,824
+2,158
+18% +$165K 0.01% 966
2025
Q2 		$925K Buy
11,666
+8
+0.1% +$615 0.01% 969
2025
Q1 		$819K Sell
11,658
-403
-3% -$30.7K 0.01% 912
2024
Q4 		$873K Sell
12,061
-185
-2% -$14.3K 0.01% 882
2024
Q3 		$1.05M Sell
12,246
-1,142
-9% -$93.9K 0.01% 783
2024
Q2 		$1.05M Sell
13,388
-922
-6% -$75K 0.01% 735
2024
Q1 		$1.26M Buy
14,310
+81
+0.6% +$6.8K 0.02% 668
2023
Q4 		$1.12M Sell
14,229
-612
-4% -$44.8K 0.02% 683
2023
Q3 		$1.1M Buy
14,841
+840
+6% +$66.6K 0.02% 653
2023
Q2 		$1.13M Buy
+14,001
New +$1.11M 0.02% 631

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

Integrated Wealth Concepts's CP Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Canadian Pacific Kansas City (CP) stake by 24% in Q2 2026, buying an estimated $295K and bringing the position to 17,773 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #967.

Integrated Wealth Concepts first reported a position in CP in Q2 2023 and has held it in 12 quarters since. 984 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Integrated Wealth Concepts held 17,773 shares of Canadian Pacific Kansas City worth $1.54M as of Q2 2026.
  • Integrated Wealth Concepts bought 3,438 Canadian Pacific Kansas City shares in Q2 2026, an estimated $295K.
  • Canadian Pacific Kansas City made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #967 holding.
  • Integrated Wealth Concepts first reported a position in Canadian Pacific Kansas City in Q2 2023 and has held it in 12 quarters since.
  • 984 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.