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Wealth Alliance’s Canadian Pacific Kansas City CP Stock Holding History

Wealth Alliance’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 		$489K Buy
6,223
+5
+0.1% +$395 0.05% 300
2025
Q4 		$458K Sell
6,218
-69
-1% -$5.08K 0.04% 318
2025
Q3 		$468K Sell
6,287
-145
-2% -$11.1K 0.05% 317
2025
Q2 		$510K Sell
6,432
-665
-9% -$51.2K 0.06% 285
2025
Q1 		$498K Sell
7,097
-5,034
-41% -$383K 0.06% 277
2024
Q4 		$878K Sell
12,131
-1,176
-9% -$90.6K 0.11% 181
2024
Q3 		$1.14M Buy
13,307
+462
+4% +$38K 0.14% 146
2024
Q2 		$1.01M Sell
12,845
-232
-2% -$18.9K 0.13% 151
2024
Q1 		$1.15M Buy
13,077
+1,270
+11% +$107K 0.15% 139
2023
Q4 		$933K Buy
11,807
+269
+2% +$19.7K 0.13% 159
2023
Q3 		$859K Sell
11,538
-52
-0.4% -$4.13K 0.14% 156
2023
Q2 		$936K Buy
11,590
+244
+2% +$19.3K 0.14% 152
2023
Q1 		$873K Sell
11,346
-400
-3% -$30.9K 0.14% 159
2022
Q4 		$876K Sell
11,746
-1,586
-12% -$119K 0.16% 150
2022
Q3 		$890K Buy
13,332
+164
+1% +$12.4K 0.18% 128
2022
Q2 		$919K Buy
13,168
+825
+7% +$59.7K 0.18% 139
2022
Q1 		$1.02M Sell
12,343
-1,286
-9% -$96.8K 0.21% 111
2021
Q4 		$981K Buy
13,629
+1,449
+12% +$106K 0.2% 116
2021
Q3 		$793K Buy
12,180
+424
+4% +$30.2K 0.18% 128
2021
Q2 		$904K Sell
11,756
-794
-6% -$61.5K 0.21% 115
2021
Q1 		$952K Buy
12,550
+2,365
+23% +$170K 0.27% 87
2020
Q4 		$706K Sell
10,185
-200
-2% -$13K 0.21% 128
2020
Q3 		$632K Buy
10,385
+1,000
+11% +$57.1K 0.23% 115
2020
Q2 		$479K Buy
9,385
+4,700
+100% +$223K 0.19% 135
2020
Q1 		$206K Buy
+4,685
New +$231K 0.11% 217

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

Wealth Alliance's CP Position: Q1 2026 in Review

Wealth Alliance increased its Canadian Pacific Kansas City (CP) stake by 0.08% in Q1 2026, buying an estimated $395 and bringing the position to 6,223 shares worth $489K. The position accounts for 0.05% of the portfolio, ranked #300.

Wealth Alliance first reported a position in CP in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.15M in Q1 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Wealth Alliance held 6,223 shares of Canadian Pacific Kansas City worth $489K as of Q1 2026.
  • Wealth Alliance bought 5 Canadian Pacific Kansas City shares in Q1 2026, an estimated $395.
  • Canadian Pacific Kansas City made up 0.05% of Wealth Alliance's portfolio in Q1 2026, its #300 holding.
  • Wealth Alliance first reported a position in Canadian Pacific Kansas City in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Canadian Pacific Kansas City position peaked at $1.15M in Q1 2024.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.