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

Tanager 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 Q1	–	Sell	-3,151	Closed	-$232K	–	149
2025 Q4	$232K	Sell	3,151 -305	-9%	-$22.4K	0.02%	126
2025 Q3	$258K	Hold	3,456	–	–	0.03%	106
2025 Q2	$274K	Buy	3,456 +181	+6%	+$13.9K	0.03%	102
2025 Q1	$230K	Buy	3,275 +4	+0.1%	+$304	0.03%	108
2024 Q4	$237K	Sell	3,271 -2,599	-44%	-$200K	0.03%	106
2024 Q3	$503K	Buy	+5,870	New	+$483K	0.07%	65

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Tanager Wealth Management's CP Position: Q1 2026 in Review

Tanager Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q1 2026, closing a stake of 3,151 shares — an estimated $232K sold.

Tanager Wealth Management first reported a position in CP in Q3 2024 and held it in 6 quarters. The position peaked at $503K in Q3 2024. 956 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Tanager Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q1 2026 after selling out during the quarter.
Tanager Wealth Management sold 3,151 Canadian Pacific Kansas City shares in Q1 2026, an estimated $232K.
Tanager Wealth Management first reported a position in Canadian Pacific Kansas City in Q3 2024 and held it in 6 quarters.
Tanager Wealth Management's Canadian Pacific Kansas City position peaked at $503K in Q3 2024.
956 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Tanager Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.