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

Physician 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	$8.15K	Buy	94 +12	+15%	+$1.03K	﹤0.01%	928
2026 Q1	$6.45K	Hold	82	–	–	﹤0.01%	928
2025 Q4	$6.04K	Sell	82 -20	-20%	-$1.47K	﹤0.01%	916
2025 Q3	$7.6K	Hold	102	–	–	﹤0.01%	813
2025 Q2	$8.09K	Buy	102 +27	+36%	+$2.08K	﹤0.01%	682
2025 Q1	$5.27K	Buy	75 +2	+3%	+$152	﹤0.01%	726
2024 Q4	$5.28K	Buy	+73	New	+$5.62K	﹤0.01%	728

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

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

Physician Wealth Advisors increased its Canadian Pacific Kansas City (CP) stake by 15% in Q2 2026, buying an estimated $1.03K and bringing the position to 94 shares worth $8.15K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Physician Wealth Advisors first reported a position in CP in Q4 2024 and has held it in 7 quarters since. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Physician Wealth Advisors held 94 shares of Canadian Pacific Kansas City worth $8.15K as of Q2 2026.
Physician Wealth Advisors bought 12 Canadian Pacific Kansas City shares in Q2 2026, an estimated $1.03K.
Canadian Pacific Kansas City made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #928 holding.
Physician Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q4 2024 and has held it in 7 quarters since.
980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

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