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NewEdge Advisors’s Canadian Pacific Kansas City CP Stock Holding History

NewEdge 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 		$1.96M Sell
24,917
-3,135
-11% -$248K 0.01% 1118
2025
Q4 		$2.07M Buy
28,052
+1,013
+4% +$74.6K 0.01% 1061
2025
Q3 		$2.01M Buy
27,039
+212
+0.8% +$16.2K 0.01% 1009
2025
Q2 		$2.13M Sell
26,827
-4,463
-14% -$343K 0.01% 909
2025
Q1 		$2.2M Buy
31,290
+750
+2% +$57.1K 0.01% 816
2024
Q4 		$2.21M Buy
30,540
+4,300
+16% +$331K 0.01% 790
2024
Q3 		$2.24M Buy
26,240
+56
+0.2% +$4.6K 0.01% 734
2024
Q2 		$2.06M Sell
26,184
-1,595
-6% -$130K 0.02% 733
2024
Q1 		$2.45M Sell
27,779
-5,602
-17% -$470K 0.02% 619
2023
Q4 		$2.63M Buy
33,381
+7,365
+28% +$539K 0.03% 571
2023
Q3 		$1.94M Sell
26,016
-460
-2% -$36.5K 0.02% 605
2023
Q2 		$2.14M Sell
26,476
-765
-3% -$60.4K 0.02% 565
2023
Q1 		$2.1M Buy
27,241
+6,112
+29% +$472K 0.03% 523
2022
Q4 		$122K Buy
21,129
+1,353
+7% +$102K ﹤0.01% 1363
2022
Q3 		$1.32M Buy
19,776
+23
+0.1% +$1.74K 0.02% 547
2022
Q2 		$1.38M Buy
19,753
+1,295
+7% +$93.8K 0.02% 549
2022
Q1 		$1.52M Sell
18,458
-526
-3% -$39.6K 0.02% 502
2021
Q4 		$1.37M Buy
18,984
+11,078
+140% +$809K 0.02% 589
2021
Q3 		$514K Buy
7,906
+35
+0.4% +$2.49K 0.01% 737
2021
Q2 		$605K Buy
7,871
+1,041
+15% +$80.7K 0.02% 684
2021
Q1 		$518K Buy
6,830
+755
+12% +$54.3K 0.02% 654
2020
Q4 		$421K Hold
6,075
– – 0.01% 666
2020
Q3 		$370K Hold
6,075
– – 0.01% 654
2020
Q2 		$310K Buy
6,075
+915
+18% +$43.4K 0.01% 663
2020
Q1 		$227K Sell
5,160
-3,090
-37% -$152K 0.01% 674
2019
Q4 		$420K Sell
8,250
-5,445
-40% -$255K 0.02% 574
2019
Q3 		$608K Buy
13,695
+1,630
+14% +$76.7K 0.03% 443
2019
Q2 		$568K Buy
12,065
+1,145
+10% +$51.1K 0.03% 371
2019
Q1 		$450K Buy
10,920
+1,675
+18% +$67.2K 0.03% 423
2018
Q4 		$328 Buy
9,245
+2,460
+36% +$98.4K 0.02% 462
2018
Q3 		$288K Buy
+6,785
New +$271K 0.02% 504

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCI Fund Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

NewEdge Advisors's CP Position: Q1 2026 in Review

NewEdge Advisors reduced its Canadian Pacific Kansas City (CP) stake by 11% in Q1 2026, selling an estimated $248K and leaving 24,917 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #1118.

NewEdge Advisors first reported a position in CP in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.63M in Q4 2023. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • NewEdge Advisors held 24,917 shares of Canadian Pacific Kansas City worth $1.96M as of Q1 2026.
  • NewEdge Advisors sold 3,135 Canadian Pacific Kansas City shares in Q1 2026, an estimated $248K.
  • Canadian Pacific Kansas City made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1118 holding.
  • NewEdge Advisors first reported a position in Canadian Pacific Kansas City in Q3 2018 and has held it in 31 quarters since.
  • NewEdge Advisors's Canadian Pacific Kansas City position peaked at $2.63M in Q4 2023.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.