LWAM
CAE icon

Legacy Wealth Asset Management’s CAE Inc CAE Stock Holding History

Legacy Wealth Asset 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
Q3 		$837K Buy
34,854
+4,071
+13% +$102K 0.18% 158
2026
Q2 		$771K Buy
30,783
+62
+0.2% +$1.6K 0.17% 178
2026
Q1 		$800K Sell
30,721
-138
-0.4% -$4.18K 0.19% 160
2025
Q4 		$939K Sell
30,859
-647
-2% -$18.1K 0.23% 124
2025
Q3 		$934K Sell
31,506
-356
-1% -$10K 0.23% 123
2025
Q2 		$933K Sell
31,862
-700
-2% -$17.7K 0.24% 108
2025
Q1 		$801K Sell
32,562
-1,125
-3% -$27.4K 0.22% 127
2024
Q4 		$855K Sell
33,687
-1,607
-5% -$33.9K 0.23% 113
2024
Q3 		$662K Buy
+35,294
New +$633K 0.18% 185

Other funds holding CAE

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Legacy Wealth Asset Management's CAE Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its CAE Inc (CAE) stake by 13% in Q3 2026, buying an estimated $102K and bringing the position to 34,854 shares worth $837K. The position accounts for 0.18% of the portfolio, ranked #158.

Legacy Wealth Asset Management first reported a position in CAE in Q3 2024 and has held it in 9 quarters since. The position peaked at $939K in Q4 2025. 6 funds tracked by Wall St. Rank hold CAE as of Q3 2026.

  • Legacy Wealth Asset Management held 34,854 shares of CAE Inc worth $837K as of Q3 2026.
  • Legacy Wealth Asset Management bought 4,071 CAE Inc shares in Q3 2026, an estimated $102K.
  • CAE Inc made up 0.18% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #158 holding.
  • Legacy Wealth Asset Management first reported a position in CAE Inc in Q3 2024 and has held it in 9 quarters since.
  • Legacy Wealth Asset Management's CAE Inc position peaked at $939K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held CAE Inc as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.