Creative Planning
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Creative Planning’s CAE Inc CAE Stock Holding History

Creative Planning’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 		$606K Buy
24,179
+9,102
+60% +$236K ﹤0.01% 3056
2026
Q1 		$393K Buy
15,077
+798
+6% +$24.2K ﹤0.01% 3211
2025
Q4 		$434K Sell
14,279
-2,144
-13% -$60.1K ﹤0.01% 2955
2025
Q3 		$487K Buy
16,423
+507
+3% +$14.3K ﹤0.01% 2746
2025
Q2 		$466K Buy
15,916
+3,494
+28% +$88.1K ﹤0.01% 2526
2025
Q1 		$305K Sell
12,422
-1,824
-13% -$44.4K ﹤0.01% 2740
2024
Q4 		$362K Buy
14,246
+2,936
+26% +$61.9K ﹤0.01% 2517
2024
Q3 		$212K Buy
11,310
+133
+1% +$2.38K ﹤0.01% 2789
2024
Q2 		$208K Buy
+11,177
New +$216K ﹤0.01% 2649
2023
Q4 		– Sell
-12,066
Closed -$282K – 2799
2023
Q3 		$282K Buy
+12,066
New +$279K ﹤0.01% 1985
2022
Q2 		– Sell
-1,050
Closed -$27K – 2317
2022
Q1 		$27K Buy
+1,050
New +$26.7K ﹤0.01% 2111
2017
Q3 		– Sell
-2,368
Closed -$41K – 2146
2017
Q2 		$41K Buy
2,368
+100
+4% +$1.59K ﹤0.01% 2660
2017
Q1 		$35K Hold
2,268
– – ﹤0.01% 2721
2016
Q4 		$32K Buy
2,268
+411
+22% +$5.87K ﹤0.01% 2736
2016
Q3 		$26K Buy
+1,857
New +$25.2K ﹤0.01% 2860

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 $20.2B AUM 17.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Creative Planning's CAE Position: Q2 2026 in Review

Creative Planning increased its CAE Inc (CAE) stake by 60% in Q2 2026, buying an estimated $236K and bringing the position to 24,179 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #3056.

Creative Planning first reported a position in CAE in Q3 2016 and has held it in 15 quarters since. 283 funds tracked by Wall St. Rank hold CAE as of Q2 2026.

  • Creative Planning held 24,179 shares of CAE Inc worth $606K as of Q2 2026.
  • Creative Planning bought 9,102 CAE Inc shares in Q2 2026, an estimated $236K.
  • CAE Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3056 holding.
  • Creative Planning first reported a position in CAE Inc in Q3 2016 and has held it in 15 quarters since.
  • 283 funds tracked by Wall St. Rank held CAE Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.