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Integrated Wealth Concepts’s CAE Inc CAE Stock Holding History

Integrated Wealth Concepts’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
2025
Q4 		– Sell
-7,640
Closed -$226K – 1673
2025
Q3 		$226K Sell
7,640
-3,858
-34% -$109K ﹤0.01% 1787
2025
Q2 		$337K Buy
11,498
+529
+5% +$13.3K ﹤0.01% 1494
2025
Q1 		$270K Sell
10,969
-433
-4% -$10.6K ﹤0.01% 1468
2024
Q4 		$289K Buy
11,402
+21
+0.2% +$443 ﹤0.01% 1389
2024
Q3 		$213K Sell
11,381
-294
-3% -$5.27K ﹤0.01% 1529
2024
Q2 		$217K Hold
11,675
– – ﹤0.01% 1484
2024
Q1 		$241K Buy
+11,675
New +$234K ﹤0.01% 1436

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
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

Integrated Wealth Concepts's CAE Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of CAE Inc (CAE) in Q4 2025, closing a stake of 7,640 shares — an estimated $226K sold.

Integrated Wealth Concepts first reported a position in CAE in Q1 2024 and held it in 7 quarters. The position peaked at $337K in Q2 2025. 265 funds tracked by Wall St. Rank hold CAE as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining CAE Inc position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 7,640 CAE Inc shares in Q4 2025, an estimated $226K.
  • Integrated Wealth Concepts first reported a position in CAE Inc in Q1 2024 and held it in 7 quarters.
  • Integrated Wealth Concepts's CAE Inc position peaked at $337K in Q2 2025.
  • 265 funds tracked by Wall St. Rank held CAE Inc as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.