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Rothschild Investment LLC’s CAE Inc CAE Stock Holding History

Rothschild Investment LLC’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 		$10K Hold
400
– – ﹤0.01% 1880
2026
Q1 		$10.4K Buy
400
+140
+54% +$4.24K ﹤0.01% 1671
2025
Q4 		$7.91K Hold
260
– – ﹤0.01% 1670
2025
Q3 		$7.71K Buy
+260
New +$7.32K ﹤0.01% 1538

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

Rothschild Investment LLC's CAE Position: Q2 2026 in Review

Rothschild Investment LLC held its CAE Inc (CAE) position steady in Q2 2026 at 400 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

Rothschild Investment LLC first reported a position in CAE in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.4K in Q1 2026. 283 funds tracked by Wall St. Rank hold CAE as of Q2 2026.

  • Rothschild Investment LLC held 400 shares of CAE Inc worth $10K as of Q2 2026.
  • Rothschild Investment LLC left its CAE Inc share count unchanged in Q2 2026.
  • CAE Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1880 holding.
  • Rothschild Investment LLC first reported a position in CAE Inc in Q3 2025 and has held it in 4 quarters since.
  • Rothschild Investment LLC's CAE Inc position peaked at $10.4K in Q1 2026.
  • 283 funds tracked by Wall St. Rank held CAE Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.