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Wellington-Altus USA’s Canadian Pacific Kansas City CP Stock Holding History

Wellington-Altus USA’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 		$175K Sell
2,132
-691
-24% -$59.2K 0.12% 133
2026
Q1 		$256K Buy
2,823
+691
+32% +$54.6K 0.15% 134
2025
Q4 		$164K Buy
+2,132
New +$157K 0.12% 142

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Wellington-Altus USA's CP Position: Q2 2026 in Review

Wellington-Altus USA reduced its Canadian Pacific Kansas City (CP) stake by 24% in Q2 2026, selling an estimated $59.2K and leaving 2,132 shares worth $175K. The position accounts for 0.12% of the portfolio, ranked #133.

Wellington-Altus USA first reported a position in CP in Q4 2025 and has held it in 3 quarters since. The position peaked at $256K in Q1 2026. 984 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Wellington-Altus USA held 2,132 shares of Canadian Pacific Kansas City worth $175K as of Q2 2026.
  • Wellington-Altus USA sold 691 Canadian Pacific Kansas City shares in Q2 2026, an estimated $59.2K.
  • Canadian Pacific Kansas City made up 0.12% of Wellington-Altus USA's portfolio in Q2 2026, its #133 holding.
  • Wellington-Altus USA first reported a position in Canadian Pacific Kansas City in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Canadian Pacific Kansas City position peaked at $256K in Q1 2026.
  • 984 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.