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 Q2	$1.28M	Sell	14,809 -4,611	-24%	-$395K	0.01%	588
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 $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

NewEdge Wealth's CP Position: Q2 2026 in Review

NewEdge Wealth reduced its Canadian Pacific Kansas City (CP) stake by 24% in Q2 2026, selling an estimated $395K and leaving 14,809 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #588.

NewEdge Wealth first reported a position in CP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.88M in Q2 2025. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

NewEdge Wealth held 14,809 shares of Canadian Pacific Kansas City worth $1.28M as of Q2 2026.
NewEdge Wealth sold 4,611 Canadian Pacific Kansas City shares in Q2 2026, an estimated $395K.
Canadian Pacific Kansas City made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #588 holding.
NewEdge Wealth first reported a position in Canadian Pacific Kansas City in Q3 2024 and has held it in 8 quarters since.
NewEdge Wealth's Canadian Pacific Kansas City position peaked at $1.88M in Q2 2025.
980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.