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Montag & Associates’s CAE Inc CAE Stock Holding History

Montag & Associates’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 		$11.4K Buy
456
+48
+12% +$1.24K ﹤0.01% 749
2026
Q1 		$10.6K Hold
408
– – ﹤0.01% 751
2025
Q4 		$12.4K Hold
408
– – ﹤0.01% 753
2025
Q3 		$12.1K Hold
408
– – ﹤0.01% 741
2025
Q2 		$11.9K Hold
408
– – ﹤0.01% 730
2025
Q1 		$10K Sell
408
-72
-15% -$1.75K ﹤0.01% 790
2024
Q4 		$12.2K Hold
480
– – ﹤0.01% 763
2024
Q3 		$9K Buy
480
+77
+19% +$1.38K ﹤0.01% 817
2024
Q2 		$7.49K Buy
403
+80
+25% +$1.55K ﹤0.01% 794
2024
Q1 		$6.67K Buy
+323
New +$6.48K ﹤0.01% 796

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

Montag & Associates's CAE Position: Q2 2026 in Review

Montag & Associates increased its CAE Inc (CAE) stake by 12% in Q2 2026, buying an estimated $1.24K and bringing the position to 456 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Montag & Associates first reported a position in CAE in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.4K in Q4 2025. 282 funds tracked by Wall St. Rank hold CAE as of Q2 2026.

  • Montag & Associates held 456 shares of CAE Inc worth $11.4K as of Q2 2026.
  • Montag & Associates bought 48 CAE Inc shares in Q2 2026, an estimated $1.24K.
  • CAE Inc made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #749 holding.
  • Montag & Associates first reported a position in CAE Inc in Q1 2024 and has held it in 10 quarters since.
  • Montag & Associates's CAE Inc position peaked at $12.4K in Q4 2025.
  • 282 funds tracked by Wall St. Rank held CAE Inc as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.