Wealthcare Advisory Partners’s Canadian Pacific Kansas City CP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $861K | Sell |
9,938
-1,699
| -15% | -$146K | 0.02% | 556 |
|
|
2026
Q1 | $915K | Sell |
11,637
-519
| -4% | -$41K | 0.02% | 539 |
|
|
2025
Q4 | $895K | Buy |
12,156
+245
| +2% | +$18K | 0.02% | 544 |
|
|
2025
Q3 | $887K | Sell |
11,911
-260
| -2% | -$19.9K | 0.02% | 532 |
|
|
2025
Q2 | $965K | Sell |
12,171
-368
| -3% | -$28.3K | 0.02% | 492 |
|
|
2025
Q1 | $880K | Sell |
12,539
-11,895
| -49% | -$905K | 0.02% | 468 |
|
|
2024
Q4 | $1.77M | Buy |
24,434
+114
| +0.5% | +$8.78K | 0.05% | 296 |
|
|
2024
Q3 | $2.08M | Sell |
24,320
-59
| -0.2% | -$4.85K | 0.06% | 262 |
|
|
2024
Q2 | $1.92M | Sell |
24,379
-542
| -2% | -$44.1K | 0.06% | 243 |
|
|
2024
Q1 | $2.2M | Buy |
24,921
+19,489
| +359% | +$1.64M | 0.07% | 216 |
|
|
2023
Q4 | $429K | Sell |
5,432
-1,130
| -17% | -$82.7K | 0.02% | 514 |
|
|
2023
Q3 | $488K | Sell |
6,562
-121
| -2% | -$9.6K | 0.02% | 437 |
|
|
2023
Q2 | $540K | Sell |
6,683
-36
| -0.5% | -$2.84K | 0.02% | 430 |
|
|
2023
Q1 | $517K | Hold |
6,719
| – | – | 0.02% | 451 |
|
|
2022
Q4 | $501K | Sell |
6,719
-69
| -1% | -$5.19K | 0.02% | 426 |
|
|
2022
Q3 | $453K | Buy |
6,788
+219
| +3% | +$16.5K | 0.03% | 388 |
|
|
2022
Q2 | $459K | Buy |
6,569
+147
| +2% | +$10.6K | 0.03% | 338 |
|
|
2022
Q1 | $530K | Sell |
6,422
-25
| -0.4% | -$1.88K | 0.03% | 301 |
|
|
2021
Q4 | $464K | Buy |
6,447
+280
| +5% | +$20.5K | 0.03% | 328 |
|
|
2021
Q3 | $401K | Buy |
6,167
+467
| +8% | +$33.3K | 0.03% | 358 |
|
|
2021
Q2 | $438K | Buy |
5,700
+15
| +0.3% | +$1.16K | 0.03% | 341 |
|
|
2021
Q1 | $431K | Buy |
+5,685
| New | +$409K | 0.03% | 319 |
|
|
2020
Q2 | – | Sell |
-40
| Closed | -$2K | – | 503 |
|
|
2020
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 1273 |
|
|
2019
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 1247 |
|
|
2019
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 1201 |
|
|
2019
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 1175 |
|
|
2019
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 1083 |
|
|
2018
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 1128 |
|
|
2018
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 1109 |
|
|
2018
Q2 | $1K | Sell |
40
-45
| -53% | -$1.66K | ﹤0.01% | 1169 |
|
|
2018
Q1 | $3K | Hold |
85
| – | – | ﹤0.01% | 905 |
|
|
2017
Q4 | $3K | Buy |
85
+40
| +89% | +$1.39K | ﹤0.01% | 864 |
|
|
2017
Q3 | $2K | Buy |
+45
| New | +$1.43K | ﹤0.01% | 758 |
|
Other funds holding CP
Wealthcare Advisory Partners's CP Position: Q2 2026 in Review
Wealthcare Advisory Partners reduced its Canadian Pacific Kansas City (CP) stake by 15% in Q2 2026, selling an estimated $146K and leaving 9,938 shares worth $861K. The position accounts for 0.02% of the portfolio, ranked #556.
Wealthcare Advisory Partners first reported a position in CP in Q3 2017 and has held it in 33 quarters since. The position peaked at $2.2M in Q1 2024. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.
- Wealthcare Advisory Partners held 9,938 shares of Canadian Pacific Kansas City worth $861K as of Q2 2026.
- Wealthcare Advisory Partners sold 1,699 Canadian Pacific Kansas City shares in Q2 2026, an estimated $146K.
- Canadian Pacific Kansas City made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #556 holding.
- Wealthcare Advisory Partners first reported a position in Canadian Pacific Kansas City in Q3 2017 and has held it in 33 quarters since.
- Wealthcare Advisory Partners's Canadian Pacific Kansas City position peaked at $2.2M in Q1 2024.
- 980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.