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 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	$9.99K	Hold	138	–	–	﹤0.01%	380
2024 Q3	$11.8K	Buy	+138	New	+$11.3K	﹤0.01%	365

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

ORG Wealth Partners's CP Position: Q2 2026 in Review

ORG Wealth Partners held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 128 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

ORG Wealth Partners first reported a position in CP in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.8K in Q3 2024. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

ORG Wealth Partners held 128 shares of Canadian Pacific Kansas City worth $11.1K as of Q2 2026.
ORG Wealth Partners left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
Canadian Pacific Kansas City made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #518 holding.
ORG Wealth Partners first reported a position in Canadian Pacific Kansas City in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Canadian Pacific Kansas City position peaked at $11.8K in Q3 2024.
980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.