Icon Wealth Advisors, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1963212
HOUSTON, TX
Position in CP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$470,422
+$220,205 QoQ
Shares Held
5,429
+70.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#581
of 966 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $2,545,238 across 2 Railroads names. CP ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
7,628 | $2,074,816 | |
| 2 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
5,429 | $470,422 |
All Filings in CP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,422 | 5,429 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $250,217 | 3,181 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $406,437 | 5,520 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $410,216 | 5,507 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $436,539 | 5,507 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $211,542 | 3,013 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $504,780 | 6,975 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $679,102 | 7,939 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $594,726 | 7,554 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $457,425 | 5,188 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $380,278 | 4,810 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||