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
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 $570B AUM 27.57% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (New York)'s CP Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Canadian Pacific Kansas City (CP) in Q4 2025, closing a stake of 1,280 shares — an estimated $95.3K sold.

Wealthspire Advisors (New York) first reported a position in CP in Q4 2018 and held it in 3 quarters. The position peaked at $215K in Q4 2021. 963 funds tracked by Wall St. Rank hold CP as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Canadian Pacific Kansas City position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,280 Canadian Pacific Kansas City shares in Q4 2025, an estimated $95.3K.
Wealthspire Advisors (New York) first reported a position in Canadian Pacific Kansas City in Q4 2018 and held it in 3 quarters.
Wealthspire Advisors (New York)'s Canadian Pacific Kansas City position peaked at $215K in Q4 2021.
963 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.