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

Spire Wealth 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
2026
Q2 		$94.9K Buy
1,095
+558
+104% +$47.8K ﹤0.01% 991
2026
Q1 		$42.2K Buy
537
+422
+367% +$33.4K ﹤0.01% 1212
2025
Q4 		$8.47K Sell
115
-242
-68% -$17.8K ﹤0.01% 1769
2025
Q3 		$26.6K Sell
357
-24
-6% -$1.83K ﹤0.01% 1435
2025
Q2 		$30.2K Sell
381
-183
-32% -$14.1K ﹤0.01% 1381
2025
Q1 		$39.6K Sell
564
-39
-6% -$2.97K ﹤0.01% 1366
2024
Q4 		$43.6K Buy
+603
New +$46.5K ﹤0.01% 1326
2023
Q3 		– Sell
-100
Closed -$8.08K – 2376
2023
Q2 		$8.08K Sell
100
-472
-83% -$37.3K ﹤0.01% 1879
2023
Q1 		$44K Buy
572
+29
+5% +$2.24K ﹤0.01% 1253
2022
Q4 		$41K Buy
543
+66
+14% +$4.96K ﹤0.01% 1054
2022
Q3 		$32K Sell
477
-100
-17% -$7.55K ﹤0.01% 1115
2022
Q2 		$40K Sell
577
-105
-15% -$7.6K ﹤0.01% 1376
2022
Q1 		$56K Sell
682
-9,255
-93% -$696K ﹤0.01% 1406
2021
Q4 		$715K Buy
9,937
+9,542
+2,416% +$697K 0.02% 585
2021
Q3 		$26K Hold
395
– – ﹤0.01% 1739
2021
Q2 		$30K Sell
395
-520
-57% -$40.3K ﹤0.01% 1696
2021
Q1 		$61K Buy
+915
New +$65.9K ﹤0.01% 1622

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

Spire Wealth Management's CP Position: Q2 2026 in Review

Spire Wealth Management increased its Canadian Pacific Kansas City (CP) stake by 104% in Q2 2026, buying an estimated $47.8K and bringing the position to 1,095 shares worth $94.9K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Spire Wealth Management first reported a position in CP in Q1 2021 and has held it in 17 quarters since. The position peaked at $715K in Q4 2021. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Spire Wealth Management held 1,095 shares of Canadian Pacific Kansas City worth $94.9K as of Q2 2026.
  • Spire Wealth Management bought 558 Canadian Pacific Kansas City shares in Q2 2026, an estimated $47.8K.
  • Canadian Pacific Kansas City made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #991 holding.
  • Spire Wealth Management first reported a position in Canadian Pacific Kansas City in Q1 2021 and has held it in 17 quarters since.
  • Spire Wealth Management's Canadian Pacific Kansas City position peaked at $715K in Q4 2021.
  • 976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.