Cerity Partners’s CAE Inc CAE Stock Holding History

Cerity Partners’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	$332K	Sell	13,261 -569	-4%	-$14.7K	﹤0.01%	2724
2026 Q1	$360K	Buy	13,830 +456	+3%	+$13.8K	﹤0.01%	2484
2025 Q4	$407K	Buy	13,374 +1,648	+14%	+$46.2K	﹤0.01%	2234
2025 Q3	$348K	Buy	11,726 +645	+6%	+$18.1K	﹤0.01%	2188
2025 Q2	$324K	Buy	+11,081	New	+$279K	﹤0.01%	2112
2024 Q4	–	Sell	-11,179	Closed	-$210K	–	2449
2024 Q3	$210K	Buy	+11,179	New	+$200K	﹤0.01%	2290
2024 Q2	–	Sell	-10,384	Closed	-$214K	–	2252
2024 Q1	$214K	Buy	+10,384	New	+$208K	﹤0.01%	2075

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Cerity Partners's CAE Position: Q2 2026 in Review

Cerity Partners reduced its CAE Inc (CAE) stake by 4.1% in Q2 2026, selling an estimated $14.7K and leaving 13,261 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #2724.

Cerity Partners first reported a position in CAE in Q1 2024 and has held it in 7 quarters since. The position peaked at $407K in Q4 2025. 268 funds tracked by Wall St. Rank hold CAE as of Q2 2026.

Cerity Partners held 13,261 shares of CAE Inc worth $332K as of Q2 2026.
Cerity Partners sold 569 CAE Inc shares in Q2 2026, an estimated $14.7K.
CAE Inc made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2724 holding.
Cerity Partners first reported a position in CAE Inc in Q1 2024 and has held it in 7 quarters since.
Cerity Partners's CAE Inc position peaked at $407K in Q4 2025.
268 funds tracked by Wall St. Rank held CAE Inc as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.