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

Private Wealth Management Group’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	$7.19K	Hold	83	–	–	﹤0.01%	693
2026 Q1	$6.53K	Hold	83	–	–	﹤0.01%	671
2025 Q4	$6.11K	Hold	83	–	–	﹤0.01%	697
2025 Q3	$6.18K	Hold	83	–	–	﹤0.01%	711
2025 Q2	$6.58K	Hold	83	–	–	﹤0.01%	640
2025 Q1	$5.83K	Hold	83	–	–	﹤0.01%	662
2024 Q4	$6.01K	Hold	83	–	–	﹤0.01%	672
2024 Q3	$7.1K	Hold	83	–	–	﹤0.01%	585
2024 Q2	$6.54K	Sell	83 -172	-67%	-$14K	﹤0.01%	604
2024 Q1	$22.5K	Hold	255	–	–	0.01%	249
2023 Q4	$20.2K	Buy	+255	New	+$18.7K	0.01%	265

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

Private Wealth Management Group's CP Position: Q2 2026 in Review

Private Wealth Management Group held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 83 shares worth $7.19K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Private Wealth Management Group first reported a position in CP in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.5K in Q1 2024. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Private Wealth Management Group held 83 shares of Canadian Pacific Kansas City worth $7.19K as of Q2 2026.
Private Wealth Management Group left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
Canadian Pacific Kansas City made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #693 holding.
Private Wealth Management Group first reported a position in Canadian Pacific Kansas City in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Canadian Pacific Kansas City position peaked at $22.5K in Q1 2024.
976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.