Wealthspire Advisors (New York)’s Canadian Pacific Kansas City CP Stock Holding History

Wealthspire Advisors (New York)’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	$885K	Buy	+10,212	New	+$875K	﹤0.01%	585
2025 Q4	–	Sell	-1,280	Closed	-$95.3K	–	1413
2025 Q3	$95.3K	Buy	+1,280	New	+$97.8K	﹤0.01%	1024
2022 Q1	–	Sell	-2,991	Closed	-$215K	–	461
2021 Q4	$215K	Buy	+2,991	New	+$218K	﹤0.01%	503
2019 Q1	–	Sell	-330	Closed	-$12K	–	205
2018 Q4	$12K	Buy	+330	New	+$13.2K	﹤0.01%	454

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Wealthspire Advisors (New York)'s CP Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Canadian Pacific Kansas City (CP) in Q2 2026: 10,212 shares worth $885K. The stake represents ﹤0.01% of the portfolio and ranks #585 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in CP as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in CP in Q4 2018 and has held it in 4 quarters since. 986 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Wealthspire Advisors (New York) held 10,212 shares of Canadian Pacific Kansas City worth $885K as of Q2 2026.
Canadian Pacific Kansas City was a new Wealthspire Advisors (New York) position in Q2 2026.
Canadian Pacific Kansas City made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #585 holding.
Wealthspire Advisors (New York) first reported a position in Canadian Pacific Kansas City in Q4 2018 and has held it in 4 quarters since.
986 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.