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Dynasty Wealth Management’s CAE Inc CAE Stock Holding History

Dynasty Wealth Management’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 		– Sell
-8,201
Closed -$249K – 339
2025
Q4 		$249K Buy
8,201
+247
+3% +$6.93K ﹤0.01% 313
2025
Q3 		$236K Sell
7,954
-6,745
-46% -$190K ﹤0.01% 289
2025
Q2 		$430K Sell
14,699
-3,303
-18% -$83.3K 0.01% 195
2025
Q1 		$443K Buy
18,002
+1,099
+7% +$26.8K 0.01% 206
2024
Q4 		$429K Buy
16,903
+98
+0.6% +$2.07K 0.01% 212
2024
Q3 		$315K Buy
16,805
+3,355
+25% +$60.1K 0.01% 197
2024
Q2 		$250K Buy
13,450
+2,045
+18% +$39.6K 0.01% 224
2024
Q1 		$235K Buy
+11,405
New +$229K 0.01% 239

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
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

Dynasty Wealth Management's CAE Position: Q1 2026 in Review

Dynasty Wealth Management sold out of CAE Inc (CAE) in Q1 2026, closing a stake of 8,201 shares — an estimated $249K sold.

Dynasty Wealth Management first reported a position in CAE in Q1 2024 and held it in 8 quarters. The position peaked at $443K in Q1 2025. 294 funds tracked by Wall St. Rank hold CAE as of Q1 2026.

  • Dynasty Wealth Management reported no remaining CAE Inc position as of Q1 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 8,201 CAE Inc shares in Q1 2026, an estimated $249K.
  • Dynasty Wealth Management first reported a position in CAE Inc in Q1 2024 and held it in 8 quarters.
  • Dynasty Wealth Management's CAE Inc position peaked at $443K in Q1 2025.
  • 294 funds tracked by Wall St. Rank held CAE Inc as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.