Oliver Lagore Vanvalin Investment Group’s Canadian Pacific Kansas City CP Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$2.67K	Buy	+38	New	+$2.92K	﹤0.01%	531
2024 Q4	$2.75K	Hold	38	–	–	﹤0.01%	562
2024 Q3	$3.25K	Hold	38	–	–	﹤0.01%	540
2024 Q2	$2.99K	Hold	38	–	–	﹤0.01%	554
2024 Q1	$3.35K	Hold	38	–	–	﹤0.01%	568
2023 Q4	$3K	Hold	38	–	–	﹤0.01%	593
2023 Q3	$2.83K	Hold	38	–	–	﹤0.01%	642
2023 Q2	$3.07K	Hold	38	–	–	﹤0.01%	623
2023 Q1	$2.92K	Buy	38 +20	+111%	+$1.54K	﹤0.01%	550
2022 Q4	$1.34K	Hold	18	–	–	﹤0.01%	581
2022 Q3	$1K	Buy	+18	New	+$1.36K	﹤0.01%	562

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's CP Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Canadian Pacific Kansas City (CP) in Q2 2025: 38 shares worth $2.67K. The stake represents ﹤0.01% of the portfolio and ranks #531 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in CP as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in CP in Q3 2022 and has held it in 11 quarters since. The position peaked at $3.35K in Q1 2024. 991 funds tracked by Wall St. Rank hold CP as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 38 shares of Canadian Pacific Kansas City worth $2.67K as of Q2 2025.
Canadian Pacific Kansas City was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Canadian Pacific Kansas City made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #531 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Canadian Pacific Kansas City in Q3 2022 and has held it in 11 quarters since.
Oliver Lagore Vanvalin Investment Group's Canadian Pacific Kansas City position peaked at $3.35K in Q1 2024.
991 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.