Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Canadian Pacific Kansas City CP Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.05M Buy
221,591
+2,690
+1% +$230K 0.01% 1153
2026
Q1 		$3.79M Buy
218,901
+139,799
+177% +$11M 0.01% 1039
2025
Q4 		$5.99M Sell
79,102
-16,687
-17% -$1.23M 0.01% 931
2025
Q3 		$7.45M Sell
95,789
-6,915
-7% -$528K 0.01% 764
2025
Q2 		$8.32M Sell
102,704
-10,413
-9% -$801K 0.01% 700
2025
Q1 		$7.94M Buy
113,117
+8,627
+8% +$656K 0.02% 662
2024
Q4 		$7.56M Buy
104,490
+21,119
+25% +$1.63M 0.01% 649
2024
Q3 		$7.13M Buy
83,371
+4,307
+5% +$354K 0.02% 616
2024
Q2 		$6.22M Sell
79,064
-1,684
-2% -$137K 0.01% 627
2024
Q1 		$7.12M Buy
80,748
+24,063
+42% +$2.02M 0.02% 566
2023
Q4 		$4.48M Buy
56,685
+4,926
+10% +$361K 0.01% 636
2023
Q3 		$3.85M Buy
51,759
+48,667
+1,574% +$3.86M 0.01% 643
2023
Q2 		$250K Sell
3,092
-1,869
-38% -$148K ﹤0.01% 462
2023
Q1 		$382K Buy
+4,961
New +$383K ﹤0.01% 413

Other funds holding CP

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Wealth Enhancement Advisory Services's CP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Canadian Pacific Kansas City (CP) stake by 1.2% in Q2 2026, buying an estimated $230K and bringing the position to 221,591 shares worth $4.05M. The position accounts for 0.01% of the portfolio, ranked #1153.

Wealth Enhancement Advisory Services first reported a position in CP in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.32M in Q2 2025. 193 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 221,591 shares of Canadian Pacific Kansas City worth $4.05M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,690 Canadian Pacific Kansas City shares in Q2 2026, an estimated $230K.
  • Canadian Pacific Kansas City made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1153 holding.
  • Wealth Enhancement Advisory Services first reported a position in Canadian Pacific Kansas City in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Canadian Pacific Kansas City position peaked at $8.32M in Q2 2025.
  • 193 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.