Opal Wealth Advisors
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Opal Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Opal Wealth 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
Q2 		– Sell
-1,311
Closed -$103K – 310
2026
Q1 		$103K Buy
+1,311
New +$104K 0.02% 278
2025
Q3 		– Sell
-1,573
Closed -$125K – 270
2025
Q2 		$125K Sell
1,573
-56
-3% -$4.31K 0.03% 246
2025
Q1 		$114K Buy
+1,629
New +$124K 0.04% 257
2024
Q3 		– Sell
-2,165
Closed -$170K – 398
2024
Q2 		$170K Sell
2,165
-413
-16% -$33.6K 0.05% 201
2024
Q1 		$227K Sell
2,578
-1,097
-30% -$92.1K 0.08% 157
2023
Q4 		$291K Sell
3,675
-53
-1% -$3.88K 0.11% 135
2023
Q3 		$277K Buy
3,728
+460
+14% +$36.5K 0.16% 109
2023
Q2 		$264K Buy
3,268
+86
+3% +$6.79K 0.13% 116
2023
Q1 		$245K Sell
3,182
-735
-19% -$56.7K 0.14% 91
2022
Q4 		$292K Buy
3,917
+233
+6% +$17.5K 0.16% 84
2022
Q3 		$246K Buy
3,684
+16
+0.4% +$1.21K 0.18% 81
2022
Q2 		$256K Sell
3,668
-792
-18% -$57.3K 0.17% 81
2022
Q1 		$368K Buy
4,460
+1,099
+33% +$82.7K 0.32% 50
2021
Q4 		$242K Buy
+3,361
New +$246K 0.15% 100

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Opal Wealth Advisors's CP Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Canadian Pacific Kansas City (CP) in Q2 2026, closing a stake of 1,311 shares — an estimated $103K sold.

Opal Wealth Advisors first reported a position in CP in Q4 2021 and held it in 14 quarters. The position peaked at $368K in Q1 2022. 986 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Canadian Pacific Kansas City position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,311 Canadian Pacific Kansas City shares in Q2 2026, an estimated $103K.
  • Opal Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 14 quarters.
  • Opal Wealth Advisors's Canadian Pacific Kansas City position peaked at $368K in Q1 2022.
  • 986 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.