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180 Wealth Advisors’s C3.ai AI Stock Holding History

180 Wealth Advisors’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$814K Buy
89,538
+11,388
+15% +$108K 0.08% 223
2026
Q1 		$658K Buy
78,150
+45,738
+141% +$491K 0.07% 244
2025
Q4 		$437K Buy
32,412
+11,138
+52% +$178K 0.05% 287
2025
Q3 		$369K Buy
+21,274
New +$444K 0.04% 318
2025
Q2 		– Sell
-9,940
Closed -$209K – 427
2025
Q1 		$209K Sell
9,940
-300
-3% -$8.51K 0.03% 368
2024
Q4 		$353K Sell
10,240
-1,215
-11% -$37.7K 0.06% 292
2024
Q3 		$278K Sell
11,455
-268
-2% -$6.81K 0.04% 348
2024
Q2 		$349K Sell
11,723
-3,330
-22% -$85.5K 0.06% 292
2024
Q1 		$407K Sell
15,053
-2,963
-16% -$83.2K 0.07% 237
2023
Q4 		$518K Sell
18,016
-892
-5% -$24.5K 0.1% 196
2023
Q3 		$483K Buy
18,908
+2,360
+14% +$78.8K 0.11% 191
2023
Q2 		$620K Sell
16,548
-1,209
-7% -$34.1K 0.14% 161
2023
Q1 		$596K Sell
17,757
-1,360
-7% -$27.8K 0.14% 156
2022
Q4 		$288K Buy
19,117
+412
+2% +$5.16K 0.07% 271
2022
Q3 		$234K Sell
18,705
-1,413
-7% -$25.4K 0.06% 295
2022
Q2 		$385K Buy
20,118
+1,580
+9% +$29K 0.1% 196
2022
Q1 		$367K Buy
18,538
+8,351
+82% +$201K 0.08% 236
2021
Q4 		$259K Buy
+10,187
New +$413K 0.06% 295

Other funds holding AI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

180 Wealth Advisors's AI Position: Q2 2026 in Review

180 Wealth Advisors increased its C3.ai (AI) stake by 15% in Q2 2026, buying an estimated $108K and bringing the position to 89,538 shares worth $814K. The position accounts for 0.08% of the portfolio, ranked #223.

180 Wealth Advisors first reported a position in AI in Q4 2021 and has held it in 18 quarters since. 317 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • 180 Wealth Advisors held 89,538 shares of C3.ai worth $814K as of Q2 2026.
  • 180 Wealth Advisors bought 11,388 C3.ai shares in Q2 2026, an estimated $108K.
  • C3.ai made up 0.08% of 180 Wealth Advisors's portfolio in Q2 2026, its #223 holding.
  • 180 Wealth Advisors first reported a position in C3.ai in Q4 2021 and has held it in 18 quarters since.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.