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

NewEdge Wealth’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	$1.53M	Buy	19,420 +113	+0.6%	+$8.93K	0.02%	502
2025 Q4	$1.42M	Buy	19,307 +1,799	+10%	+$132K	0.02%	539
2025 Q3	$1.23M	Sell	17,508 -7,407	-30%	-$566K	0.02%	509
2025 Q2	$1.88M	Buy	24,915 +1,651	+7%	+$127K	0.03%	391
2025 Q1	$1.63M	Buy	23,264 +820	+4%	+$62.4K	0.03%	392
2024 Q4	$1.62M	Buy	22,444 +6,688	+42%	+$515K	0.03%	395
2024 Q3	$1.35M	Buy	+15,756	New	+$1.3M	0.02%	415

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

NewEdge Wealth's CP Position: Q1 2026 in Review

NewEdge Wealth increased its Canadian Pacific Kansas City (CP) stake by 0.59% in Q1 2026, buying an estimated $8.93K and bringing the position to 19,420 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #502.

NewEdge Wealth first reported a position in CP in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.88M in Q2 2025. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

NewEdge Wealth held 19,420 shares of Canadian Pacific Kansas City worth $1.53M as of Q1 2026.
NewEdge Wealth bought 113 Canadian Pacific Kansas City shares in Q1 2026, an estimated $8.93K.
Canadian Pacific Kansas City made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #502 holding.
NewEdge Wealth first reported a position in Canadian Pacific Kansas City in Q3 2024 and has held it in 7 quarters since.
NewEdge Wealth's Canadian Pacific Kansas City position peaked at $1.88M in Q2 2025.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

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