WAP
CP icon

Wealthcare Advisory Partners’s Canadian Pacific Kansas City CP Stock Holding History

Wealthcare Advisory Partners’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 		$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

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

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. 193 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.
  • 193 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.