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Accredited Wealth Management’s C3.ai AI Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$8.67K Buy
+35
New +$731 0.01% 277

Other funds holding AI

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accredited Wealth Management's AI Position: Q3 2025 in Review

Accredited Wealth Management opened a new position in C3.ai (AI) in Q3 2025: 35 shares worth $8.67K. The stake represents 0.01% of the portfolio and ranks #277 among its holdings.

329 funds tracked by Wall St. Rank hold AI as of Q3 2025.

  • Accredited Wealth Management held 35 shares of C3.ai worth $8.67K as of Q3 2025.
  • C3.ai was a new Accredited Wealth Management position in Q3 2025.
  • C3.ai made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #277 holding.
  • 329 funds tracked by Wall St. Rank held C3.ai as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.