Clearstead Advisors’s CAE Inc CAE Stock Holding History

Clearstead Advisors’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	$218K	Sell	8,705 -8,705	-50%	-$225K	﹤0.01%	1038
2026 Q1	$454K	Buy	+17,410	New	+$527K	﹤0.01%	734

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

Clearstead Advisors's CAE Position: Q2 2026 in Review

Clearstead Advisors reduced its CAE Inc (CAE) stake by 50% in Q2 2026, selling an estimated $225K and leaving 8,705 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Clearstead Advisors first reported a position in CAE in Q1 2026 and has held it in 2 quarters since. The position peaked at $454K in Q1 2026. 282 funds tracked by Wall St. Rank hold CAE as of Q2 2026.

Clearstead Advisors held 8,705 shares of CAE Inc worth $218K as of Q2 2026.
Clearstead Advisors sold 8,705 CAE Inc shares in Q2 2026, an estimated $225K.
CAE Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1038 holding.
Clearstead Advisors first reported a position in CAE Inc in Q1 2026 and has held it in 2 quarters since.
Clearstead Advisors's CAE Inc position peaked at $454K in Q1 2026.
282 funds tracked by Wall St. Rank held CAE Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.