Private Wealth Asset Management’s Canadian Pacific Kansas City CP Stock Holding History

Private Wealth Asset Management’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 Q4	–	Sell	-21	Closed	-$1.56K	–	1108
2025 Q3	$1.56K	Hold	21	–	–	﹤0.01%	830
2025 Q2	$1.67K	Sell	21 -288	-93%	-$22.2K	﹤0.01%	827
2025 Q1	$21.7K	Buy	+309	New	+$23.5K	﹤0.01%	505

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Private Wealth Asset Management's CP Position: Q4 2025 in Review

Private Wealth Asset Management sold out of Canadian Pacific Kansas City (CP) in Q4 2025, closing a stake of 21 shares — an estimated $1.56K sold.

Private Wealth Asset Management first reported a position in CP in Q1 2025 and held it in 3 quarters. The position peaked at $21.7K in Q1 2025. 966 funds tracked by Wall St. Rank hold CP as of Q4 2025.

Private Wealth Asset Management reported no remaining Canadian Pacific Kansas City position as of Q4 2025 after selling out during the quarter.
Private Wealth Asset Management sold 21 Canadian Pacific Kansas City shares in Q4 2025, an estimated $1.56K.
Private Wealth Asset Management first reported a position in Canadian Pacific Kansas City in Q1 2025 and held it in 3 quarters.
Private Wealth Asset Management's Canadian Pacific Kansas City position peaked at $21.7K in Q1 2025.
966 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2025.

Based on Private Wealth Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.