Atria Investments’s CAE Inc CAE Stock Holding History

Atria Investments’s Portfolio CAE Stock Details CAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$733K	Buy	29,256 +6,212	+27%	+$161K	0.01%	1290
2026 Q1	$600K	Buy	23,044 +655	+3%	+$19.8K	0.01%	1345
2025 Q4	$681K	Buy	22,389 +105	+0.5%	+$2.94K	0.01%	1276
2025 Q3	$660K	Sell	22,284 -6,417	-22%	-$181K	0.01%	1270
2025 Q2	$840K	Sell	28,701 -5,585	-16%	-$141K	0.01%	1134
2025 Q1	$843K	Sell	34,286 -6,587	-16%	-$160K	0.01%	1079
2024 Q4	$1.04M	Sell	40,873 -679	-2%	-$14.3K	0.01%	957
2024 Q3	$779K	Buy	41,552 +20,843	+101%	+$374K	0.01%	1107
2024 Q2	$385K	Buy	+20,709	New	+$401K	0.01%	1440
2021 Q4	–	Sell	-34,881	Closed	-$1.04M	–	845
2021 Q3	$1.04M	Buy	34,881 +2,167	+7%	+$64.2K	0.02%	770
2021 Q2	$1.01M	Buy	+32,714	New	+$1M	0.02%	758
2021 Q1	–	Sell	-39,118	Closed	-$1.08M	–	711
2020 Q4	$1.08M	Buy	+39,118	New	+$840K	0.03%	647

Other funds holding CAE

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Jupiter Topco New York $245B AUM

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

Atria Investments's CAE Position: Q2 2026 in Review

Atria Investments increased its CAE Inc (CAE) stake by 27% in Q2 2026, buying an estimated $161K and bringing the position to 29,256 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #1290.

Atria Investments first reported a position in CAE in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.08M in Q4 2020. 282 funds tracked by Wall St. Rank hold CAE as of Q2 2026.

Atria Investments held 29,256 shares of CAE Inc worth $733K as of Q2 2026.
Atria Investments bought 6,212 CAE Inc shares in Q2 2026, an estimated $161K.
CAE Inc made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1290 holding.
Atria Investments first reported a position in CAE Inc in Q4 2020 and has held it in 12 quarters since.
Atria Investments's CAE Inc position peaked at $1.08M in Q4 2020.
282 funds tracked by Wall St. Rank held CAE Inc as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.