WETS
CP icon

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

Wealth Enhancement Trust 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 		$272K Hold
3,144
– – 0.03% 258
2026
Q1 		$247K Buy
3,144
+2,025
+181% +$160K 0.03% 259
2025
Q4 		$82.4K Buy
+1,119
New +$82.4K 0.01% 359

Other funds holding CP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 3,144 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #258.

Wealth Enhancement Trust Services first reported a position in CP in Q4 2025 and has held it in 3 quarters since. 703 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Wealth Enhancement Trust Services held 3,144 shares of Canadian Pacific Kansas City worth $272K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
  • Canadian Pacific Kansas City made up 0.03% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #258 holding.
  • Wealth Enhancement Trust Services first reported a position in Canadian Pacific Kansas City in Q4 2025 and has held it in 3 quarters since.
  • 703 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

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