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 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 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

Integrated Wealth Concepts's CP Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Canadian Pacific Kansas City (CP) in Q1 2026: 14,335 shares worth $1.13M. The stake represents 0.01% of the portfolio and ranks #1039 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in CP as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in CP in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.26M in Q1 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Integrated Wealth Concepts held 14,335 shares of Canadian Pacific Kansas City worth $1.13M as of Q1 2026.
Canadian Pacific Kansas City was a new Integrated Wealth Concepts position in Q1 2026.
Canadian Pacific Kansas City made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1039 holding.
Integrated Wealth Concepts first reported a position in Canadian Pacific Kansas City in Q2 2023 and has held it in 11 quarters since.
Integrated Wealth Concepts's Canadian Pacific Kansas City position peaked at $1.26M in Q1 2024.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.