ORG Wealth Partners’s Canadian Pacific Kansas City CP Stock Holding History

ORG Wealth Partners’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 Q3	$41.5K	Buy	488 +360	+281%	+$32.6K	0.01%	435
2026 Q2	$11.1K	Hold	128	–	–	﹤0.01%	518
2026 Q1	$10.1K	Hold	128	–	–	﹤0.01%	505
2025 Q4	$9.42K	Sell	128 -10	-7%	-$736	﹤0.01%	475
2025 Q3	$10.3K	Hold	138	–	–	﹤0.01%	467
2025 Q2	$11.1K	Hold	138	–	–	﹤0.01%	480
2025 Q1	$9.8K	Hold	138	–	–	﹤0.01%	536
2024 Q4	$10K	Hold	138	–	–	﹤0.01%	380
2024 Q3	$11.8K	Buy	+138	New	+$11.3K	﹤0.01%	365

Other funds holding CP

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

ORG Wealth Partners's CP Position: Q3 2026 in Review

ORG Wealth Partners increased its Canadian Pacific Kansas City (CP) stake by 281% in Q3 2026, buying an estimated $32.6K and bringing the position to 488 shares worth $41.5K. The position accounts for 0.01% of the portfolio, ranked #435.

ORG Wealth Partners first reported a position in CP in Q3 2024 and has held it in 9 quarters since. 507 funds tracked by Wall St. Rank hold CP as of Q3 2026.

ORG Wealth Partners held 488 shares of Canadian Pacific Kansas City worth $41.5K as of Q3 2026.
ORG Wealth Partners bought 360 Canadian Pacific Kansas City shares in Q3 2026, an estimated $32.6K.
Canadian Pacific Kansas City made up 0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #435 holding.
ORG Wealth Partners first reported a position in Canadian Pacific Kansas City in Q3 2024 and has held it in 9 quarters since.
507 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.