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Sage Mountain Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Sage Mountain 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
2025
Q4 		– Sell
-2,860
Closed -$213K – 571
2025
Q3 		$213K Buy
2,860
+34
+1% +$2.6K 0.01% 450
2025
Q2 		$224K Buy
+2,826
New +$217K 0.01% 390
2025
Q1 		– Sell
-2,953
Closed -$214K – 497
2024
Q4 		$214K Buy
2,953
+25
+0.9% +$1.93K 0.02% 359
2024
Q3 		$250K Buy
2,928
+101
+4% +$8.3K 0.02% 329
2024
Q2 		$223K Buy
+2,827
New +$230K 0.02% 316

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sage Mountain Advisors's CP Position: Q4 2025 in Review

Sage Mountain Advisors sold out of Canadian Pacific Kansas City (CP) in Q4 2025, closing a stake of 2,860 shares — an estimated $213K sold.

Sage Mountain Advisors first reported a position in CP in Q2 2024 and held it in 5 quarters. The position peaked at $250K in Q3 2024. 966 funds tracked by Wall St. Rank hold CP as of Q4 2025.

  • Sage Mountain Advisors reported no remaining Canadian Pacific Kansas City position as of Q4 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,860 Canadian Pacific Kansas City shares in Q4 2025, an estimated $213K.
  • Sage Mountain Advisors first reported a position in Canadian Pacific Kansas City in Q2 2024 and held it in 5 quarters.
  • Sage Mountain Advisors's Canadian Pacific Kansas City position peaked at $250K in Q3 2024.
  • 966 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2025.

Based on Sage Mountain Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.