Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s CAE Inc CAE Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$48.1K Sell
1,848
-78
-4% -$2.36K ﹤0.01% 3846
2025
Q4 		$59K Buy
1,926
+35
+2% +$982 ﹤0.01% 3473
2025
Q3 		$56K Buy
1,891
+73
+4% +$2.05K ﹤0.01% 3436
2025
Q2 		$53K Sell
1,818
-157
-8% -$3.96K ﹤0.01% 3229
2025
Q1 		$49K Sell
1,975
-99
-5% -$2.41K ﹤0.01% 3010
2024
Q4 		$53K Buy
2,074
+299
+17% +$6.31K ﹤0.01% 2752
2024
Q3 		$33K Sell
1,775
-787
-31% -$14.1K ﹤0.01% 3014
2024
Q2 		$48K Buy
2,562
+453
+21% +$8.77K ﹤0.01% 2498
2024
Q1 		$44K Buy
2,109
+383
+22% +$7.69K ﹤0.01% 2372
2023
Q4 		$37K Sell
1,726
-176
-9% -$3.75K ﹤0.01% 2352
2023
Q3 		$44K Buy
1,902
+346
+22% +$8K ﹤0.01% 2134
2023
Q2 		$35K Buy
1,556
+32
+2% +$709 ﹤0.01% 2249
2023
Q1 		$34K Buy
1,524
+71
+5% +$1.55K ﹤0.01% 2123
2022
Q4 		$28K Buy
1,453
+1,271
+698% +$24.4K ﹤0.01% 2127
2022
Q3 		$3K Sell
182
-485
-73% -$10.4K ﹤0.01% 3272
2022
Q2 		$16K Buy
667
+421
+171% +$10.4K ﹤0.01% 2252
2022
Q1 		$6K Buy
246
+144
+141% +$3.66K ﹤0.01% 2730
2021
Q4 		$3K Buy
+102
New +$2.85K ﹤0.01% 2948
2021
Q2 		$3K Hold
102
– – ﹤0.01% 2502
2021
Q1 		$3K Hold
102
– – ﹤0.01% 2502
2020
Q4 		$3K Hold
102
– – ﹤0.01% 2502
2020
Q3 		$3K Hold
102
– – ﹤0.01% 2502
2020
Q2 		$3K Hold
102
– – ﹤0.01% 2501
2020
Q1 		$3K Hold
102
– – ﹤0.01% 2501
2019
Q4 		$3K Hold
102
– – ﹤0.01% 2501
2019
Q3 		$3K Hold
102
– – ﹤0.01% 2501
2019
Q2 		$3K Hold
102
– – ﹤0.01% 2501
2019
Q1 		$3K Sell
102
-118
-54% -$2.47K ﹤0.01% 2501
2018
Q4 		$4K Hold
220
– – ﹤0.01% 1580
2018
Q3 		$4K Sell
220
-47
-18% -$961 ﹤0.01% 1378
2018
Q2 		$6K Buy
+267
New +$5.29K ﹤0.01% 1137

Other funds holding CAE

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
1832 Asset Management
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
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CAE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its CAE Inc (CAE) stake by 4% in Q1 2026, selling an estimated $2.36K and leaving 1,848 shares worth $48.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3846.

Carson Wealth (CWM LLC) first reported a position in CAE in Q2 2018 and has held it in 31 quarters since. The position peaked at $59K in Q4 2025. 294 funds tracked by Wall St. Rank hold CAE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,848 shares of CAE Inc worth $48.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 78 CAE Inc shares in Q1 2026, an estimated $2.36K.
  • CAE Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3846 holding.
  • Carson Wealth (CWM LLC) first reported a position in CAE Inc in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s CAE Inc position peaked at $59K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held CAE Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.