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EverSource Wealth Advisors’s CAE Inc CAE Stock Holding History

EverSource Wealth 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 		$16.1K Sell
642
-354
-36% -$9.16K ﹤0.01% 2599
2026
Q1 		$25.9K Sell
996
-215
-18% -$6.51K ﹤0.01% 2336
2025
Q4 		$36.8K Sell
1,211
-646
-35% -$18.1K ﹤0.01% 1961
2025
Q3 		$55K Buy
1,857
+197
+12% +$5.54K ﹤0.01% 1636
2025
Q2 		$48.6K Buy
1,660
+75
+5% +$1.89K ﹤0.01% 1636
2025
Q1 		$39K Buy
1,585
+409
+35% +$9.96K ﹤0.01% 1363
2024
Q4 		$29.8K Buy
1,176
+22
+2% +$464 ﹤0.01% 1418
2024
Q3 		$21.6K Sell
1,154
-280
-20% -$5.02K ﹤0.01% 1447
2024
Q2 		$26.1K Buy
1,434
+305
+27% +$5.91K ﹤0.01% 1372
2024
Q1 		$21.8K Buy
1,129
+166
+17% +$3.33K ﹤0.01% 1321
2023
Q4 		$20.8K Sell
963
-1,066
-53% -$22.7K ﹤0.01% 1212
2023
Q3 		$47.4K Buy
2,029
+935
+85% +$21.6K 0.01% 831
2023
Q2 		$24.5K Buy
1,094
+131
+14% +$2.9K ﹤0.01% 1068
2023
Q1 		$21.8K Hold
963
– – ﹤0.01% 1054
2022
Q4 		$18.6K Buy
+963
New +$18.5K ﹤0.01% 1085

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

EverSource Wealth Advisors's CAE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its CAE Inc (CAE) stake by 36% in Q2 2026, selling an estimated $9.16K and leaving 642 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2599.

EverSource Wealth Advisors first reported a position in CAE in Q4 2022 and has held it in 15 quarters since. The position peaked at $55K in Q3 2025. 282 funds tracked by Wall St. Rank hold CAE as of Q2 2026.

  • EverSource Wealth Advisors held 642 shares of CAE Inc worth $16.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 354 CAE Inc shares in Q2 2026, an estimated $9.16K.
  • CAE Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2599 holding.
  • EverSource Wealth Advisors first reported a position in CAE Inc in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's CAE Inc position peaked at $55K in Q3 2025.
  • 282 funds tracked by Wall St. Rank held CAE Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.