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Strategic Wealth Partners’s Canadian Pacific Kansas City CP Stock Holding History

Strategic Wealth Partners’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
Q1 		$47.7K Sell
606
-52
-8% -$4.11K ﹤0.01% 526
2025
Q4 		$48.4K Sell
658
-3,584
-84% -$264K ﹤0.01% 526
2025
Q3 		$316K Buy
4,242
+3,730
+729% +$285K 0.02% 279
2025
Q2 		$40.6K Buy
+512
New +$39.4K ﹤0.01% 535
2023
Q4 		– Sell
-4,334
Closed -$322K – 283
2023
Q3 		$322K Sell
4,334
-106
-2% -$8.41K 0.04% 236
2023
Q2 		$359K Buy
4,440
+27
+0.6% +$2.13K 0.05% 228
2023
Q1 		$340K Buy
4,413
+101
+2% +$7.8K 0.05% 205
2022
Q4 		$322K Sell
4,312
-28,614
-87% -$2.15M 0.06% 205
2022
Q3 		$2.2M Sell
32,926
-2,492
-7% -$188K 0.47% 69
2022
Q2 		$2.47M Buy
35,418
+585
+2% +$42.4K 0.53% 61
2022
Q1 		$2.88M Buy
34,833
+9,615
+38% +$723K 0.56% 54
2021
Q4 		$1.81M Buy
25,218
+4,727
+23% +$345K 0.34% 96
2021
Q3 		$1.33M Buy
20,491
+13,281
+184% +$946K 0.39% 73
2021
Q2 		$555K Buy
7,210
+220
+3% +$17.1K 0.18% 138
2021
Q1 		$530K Buy
+6,990
New +$503K 0.21% 117

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Strategic Wealth Partners's CP Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Canadian Pacific Kansas City (CP) stake by 7.9% in Q1 2026, selling an estimated $4.11K and leaving 606 shares worth $47.7K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Strategic Wealth Partners first reported a position in CP in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.88M in Q1 2022. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Strategic Wealth Partners held 606 shares of Canadian Pacific Kansas City worth $47.7K as of Q1 2026.
  • Strategic Wealth Partners sold 52 Canadian Pacific Kansas City shares in Q1 2026, an estimated $4.11K.
  • Canadian Pacific Kansas City made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #526 holding.
  • Strategic Wealth Partners first reported a position in Canadian Pacific Kansas City in Q1 2021 and has held it in 15 quarters since.
  • Strategic Wealth Partners's Canadian Pacific Kansas City position peaked at $2.88M in Q1 2022.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.