SVWAG
CP icon

Sound View Wealth Advisors Group’s Canadian Pacific Kansas City CP Stock Holding History

Sound View Wealth Advisors 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 		$544K Sell
6,275
-134
-2% -$11.5K 0.03% 274
2026
Q1 		$504K Sell
6,409
-282
-4% -$22.3K 0.03% 268
2025
Q4 		$493K Sell
6,691
-1,563
-19% -$115K 0.03% 271
2025
Q3 		$615K Sell
8,254
-1,757
-18% -$134K 0.04% 248
2025
Q2 		$794K Sell
10,011
-22,109
-69% -$1.7M 0.06% 215
2025
Q1 		$2.26M Buy
32,120
+665
+2% +$50.6K 0.19% 114
2024
Q4 		$2.28M Buy
31,455
+12,157
+63% +$937K 0.18% 112
2024
Q3 		$1.65M Buy
19,298
+3,172
+20% +$261K 0.13% 138
2024
Q2 		$1.27M Buy
16,126
+814
+5% +$66.2K 0.13% 138
2024
Q1 		$1.35M Sell
15,312
-462
-3% -$38.8K 0.14% 138
2023
Q4 		$1.25M Buy
15,774
+1,074
+7% +$78.6K 0.14% 141
2023
Q3 		$1.09M Buy
14,700
+1,302
+10% +$103K 0.14% 138
2023
Q2 		$1.08M Buy
13,398
+211
+2% +$16.7K 0.14% 136
2023
Q1 		$1.01M Sell
13,187
-2,587
-16% -$200K 0.14% 142
2022
Q4 		$1.25M Buy
15,774
+10,538
+201% +$793K 0.14% 141
2022
Q3 		$349K Sell
5,236
-328
-6% -$24.8K 0.08% 197
2022
Q2 		$389K Buy
5,564
+159
+3% +$11.5K 0.08% 187
2022
Q1 		$446K Buy
5,405
+1,469
+37% +$111K 0.08% 188
2021
Q4 		$283K Buy
+3,936
New +$288K 0.05% 249

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Sound View Wealth Advisors Group's CP Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Canadian Pacific Kansas City (CP) stake by 2.1% in Q2 2026, selling an estimated $11.5K and leaving 6,275 shares worth $544K. The position accounts for 0.03% of the portfolio, ranked #274.

Sound View Wealth Advisors Group first reported a position in CP in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.28M in Q4 2024. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Sound View Wealth Advisors Group held 6,275 shares of Canadian Pacific Kansas City worth $544K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 134 Canadian Pacific Kansas City shares in Q2 2026, an estimated $11.5K.
  • Canadian Pacific Kansas City made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #274 holding.
  • Sound View Wealth Advisors Group first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 19 quarters since.
  • Sound View Wealth Advisors Group's Canadian Pacific Kansas City position peaked at $2.28M in Q4 2024.
  • 980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.