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Wiser Advisor Group’s Canadian Pacific Kansas City CP Stock Holding History

Wiser Advisor Group’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
-4
Closed -$302 – 237
2025
Q3 		$302 Buy
+4
New +$306 ﹤0.01% 242
2025
Q2 		– Sell
-1,783
Closed -$125K – 86
2025
Q1 		$125K Buy
1,783
+51
+3% +$3.88K 0.18% 58
2024
Q4 		$125K Buy
1,732
+150
+9% +$11.6K 0.18% 61
2024
Q3 		$135K Buy
1,582
+17
+1% +$1.4K 0.2% 59
2024
Q2 		$123K Buy
1,565
+584
+60% +$47.5K 0.19% 61
2024
Q1 		$86.8K Buy
981
+70
+8% +$5.88K 0.14% 73
2023
Q4 		$72K Buy
+911
New +$66.7K 0.12% 74

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wiser Advisor Group's CP Position: Q4 2025 in Review

Wiser Advisor Group sold out of Canadian Pacific Kansas City (CP) in Q4 2025, closing a stake of 4 shares — an estimated $302 sold.

Wiser Advisor Group first reported a position in CP in Q4 2023 and held it in 7 quarters. The position peaked at $135K in Q3 2024. 964 funds tracked by Wall St. Rank hold CP as of Q4 2025.

  • Wiser Advisor Group reported no remaining Canadian Pacific Kansas City position as of Q4 2025 after selling out during the quarter.
  • Wiser Advisor Group sold 4 Canadian Pacific Kansas City shares in Q4 2025, an estimated $302.
  • Wiser Advisor Group first reported a position in Canadian Pacific Kansas City in Q4 2023 and held it in 7 quarters.
  • Wiser Advisor Group's Canadian Pacific Kansas City position peaked at $135K in Q3 2024.
  • 964 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2025.

Based on Wiser Advisor Group's 13F filing for Q4 2025, filed 9 Feb 2026.