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Spire Wealth Management’s CAE Inc CAE Stock Holding History

Spire 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 		$154K Buy
6,133
+4,271
+229% +$111K ﹤0.01% 862
2026
Q1 		$48.5K Hold
1,862
– – ﹤0.01% 1175
2025
Q4 		$56.6K Hold
1,862
– – ﹤0.01% 1142
2025
Q3 		$55.2K Hold
1,862
– – ﹤0.01% 1200
2025
Q2 		$54.5K Sell
1,862
-86
-4% -$2.17K ﹤0.01% 1164
2025
Q1 		$47.9K Sell
1,948
-18
-0.9% -$439 ﹤0.01% 1297
2024
Q4 		$49.9K Hold
1,966
– – ﹤0.01% 1286
2024
Q3 		$36.9K Sell
1,966
-5
-0.3% -$90 ﹤0.01% 1235
2024
Q2 		$36.6K Sell
1,971
-47
-2% -$910 ﹤0.01% 1227
2024
Q1 		$41.7K Buy
2,018
+697
+53% +$14K ﹤0.01% 1280
2023
Q4 		$27.5K Hold
1,321
– – ﹤0.01% 1424
2023
Q3 		$30.8K Hold
1,321
– – ﹤0.01% 1353
2023
Q2 		$29.6K Hold
1,321
– – ﹤0.01% 1420
2023
Q1 		$29.9K Hold
1,321
– – ﹤0.01% 1433
2022
Q4 		$26K Hold
1,321
– – ﹤0.01% 1255
2022
Q3 		$20K Hold
1,321
– – ﹤0.01% 1330
2022
Q2 		$33K Sell
1,321
-724
-35% -$17.9K ﹤0.01% 1462
2022
Q1 		$53K Hold
2,045
– – ﹤0.01% 1426
2021
Q4 		$52K Sell
2,045
-180
-8% -$5.02K ﹤0.01% 1701
2021
Q3 		$66K Hold
2,225
– – ﹤0.01% 1360
2021
Q2 		$69K Hold
2,225
– – ﹤0.01% 1346
2021
Q1 		$63K Buy
+2,225
New +$59.2K ﹤0.01% 1606

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

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

Spire Wealth Management increased its CAE Inc (CAE) stake by 229% in Q2 2026, buying an estimated $111K and bringing the position to 6,133 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Spire Wealth Management first reported a position in CAE in Q1 2021 and has held it in 22 quarters since. 282 funds tracked by Wall St. Rank hold CAE as of Q2 2026.

  • Spire Wealth Management held 6,133 shares of CAE Inc worth $154K as of Q2 2026.
  • Spire Wealth Management bought 4,271 CAE Inc shares in Q2 2026, an estimated $111K.
  • CAE Inc made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #862 holding.
  • Spire Wealth Management first reported a position in CAE Inc in Q1 2021 and has held it in 22 quarters since.
  • 282 funds tracked by Wall St. Rank held CAE Inc as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.