Ritholtz Wealth Management’s CAE Inc CAE Stock Holding History

Ritholtz Wealth 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 Q2	$656K	Sell	26,169 -14,903	-36%	-$386K	0.01%	759
2026 Q1	$1.07M	Sell	41,072 -15,757	-28%	-$477K	0.02%	532
2025 Q4	$1.73M	Sell	56,829 -11,916	-17%	-$334K	0.03%	383
2025 Q3	$2.04M	Buy	68,745 +4,441	+7%	+$125K	0.04%	323
2025 Q2	$1.88M	Buy	64,304 +4,010	+7%	+$101K	0.04%	304
2025 Q1	$1.48M	Buy	+60,294	New	+$1.47M	0.04%	311

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

Ritholtz Wealth Management's CAE Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its CAE Inc (CAE) stake by 36% in Q2 2026, selling an estimated $386K and leaving 26,169 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #759.

Ritholtz Wealth Management first reported a position in CAE in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.04M in Q3 2025. 282 funds tracked by Wall St. Rank hold CAE as of Q2 2026.

Ritholtz Wealth Management held 26,169 shares of CAE Inc worth $656K as of Q2 2026.
Ritholtz Wealth Management sold 14,903 CAE Inc shares in Q2 2026, an estimated $386K.
CAE Inc made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #759 holding.
Ritholtz Wealth Management first reported a position in CAE Inc in Q1 2025 and has held it in 6 quarters since.
Ritholtz Wealth Management's CAE Inc position peaked at $2.04M in Q3 2025.
282 funds tracked by Wall St. Rank held CAE Inc as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.