Vestmark Advisory Solutions’s Canadian Pacific Kansas City CP Stock Holding History

Vestmark Advisory Solutions’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	$4.97M	Buy	63,155 +3,101	+5%	+$245K	0.06%	354
2025 Q4	$4.42M	Buy	60,054 +28,561	+91%	+$2.1M	0.06%	324
2025 Q3	$2.35M	Sell	31,493 -7,472	-19%	-$571K	0.04%	375
2025 Q2	$3.09M	Buy	38,965 +6,782	+21%	+$522K	0.04%	296
2025 Q1	$2.26M	Buy	32,183 +9,482	+42%	+$721K	0.06%	308
2024 Q4	$1.64M	Buy	22,701 +20,032	+751%	+$1.54M	0.06%	280
2024 Q3	$228K	Buy	+2,669	New	+$219K	0.01%	507
2022 Q2	–	Sell	-4,925	Closed	-$407K	–	859
2022 Q1	$407K	Buy	4,925 +254	+5%	+$19.1K	0.02%	610
2021 Q4	$336K	Buy	4,671 +955	+26%	+$69.8K	0.02%	670
2021 Q3	$242K	Buy	+3,716	New	+$265K	0.02%	735

Other funds holding CP

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 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 $245B 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