Principle Wealth Partners’s CAE Inc CAE Stock Holding History

Principle Wealth Partners’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	$330K	Hold	13,152	–	–	0.02%	313
2026 Q1	$343K	Hold	13,152	–	–	0.02%	296
2025 Q4	$400K	Hold	13,152	–	–	0.02%	275
2025 Q3	$390K	Hold	13,152	–	–	0.02%	267
2025 Q2	$385K	Hold	13,152	–	–	0.02%	265
2025 Q1	$323K	Hold	13,152	–	–	0.02%	279
2024 Q4	$334K	Hold	13,152	–	–	0.02%	272
2024 Q3	$247K	Hold	13,152	–	–	0.02%	305
2024 Q2	$244K	Sell	13,152 -1,330	-9%	-$25.8K	0.02%	299
2024 Q1	$299K	Hold	14,482	–	–	0.02%	276
2023 Q4	$313K	Hold	14,482	–	–	0.03%	263
2023 Q3	$338K	Hold	14,482	–	–	0.03%	245
2023 Q2	$324K	Hold	14,482	–	–	0.03%	253
2023 Q1	$328K	Hold	14,482	–	–	0.04%	247
2022 Q4	$280K	Hold	14,482	–	–	0.03%	261
2022 Q3	$222	Hold	14,482	–	–	0.02%	272
2022 Q2	$357K	Sell	14,482 -2,950	-17%	-$73.1K	0.04%	228
2022 Q1	$455K	Hold	17,432	–	–	0.05%	212
2021 Q4	$440K	Sell	17,432 -2,950	-14%	-$82.3K	0.05%	221
2021 Q3	$609K	Hold	20,382	–	–	0.07%	179
2021 Q2	$628K	Hold	20,382	–	–	0.07%	174
2021 Q1	$581K	Buy	20,382 +1,330	+7%	+$35.4K	0.07%	176
2020 Q4	$529K	Buy	+19,052	New	+$409K	0.07%	170

Other funds holding CAE

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principle Wealth Partners's CAE Position: Q2 2026 in Review

Principle Wealth Partners held its CAE Inc (CAE) position steady in Q2 2026 at 13,152 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #313.

Principle Wealth Partners first reported a position in CAE in Q4 2020 and has held it in 23 quarters since. The position peaked at $628K in Q2 2021. 282 funds tracked by Wall St. Rank hold CAE as of Q2 2026.

Principle Wealth Partners held 13,152 shares of CAE Inc worth $330K as of Q2 2026.
Principle Wealth Partners left its CAE Inc share count unchanged in Q2 2026.
CAE Inc made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #313 holding.
Principle Wealth Partners first reported a position in CAE Inc in Q4 2020 and has held it in 23 quarters since.
Principle Wealth Partners's CAE Inc position peaked at $628K in Q2 2021.
282 funds tracked by Wall St. Rank held CAE Inc as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.