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Advisornet Financial’s C3.ai AI Stock Holding History

Advisornet Financial’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 		$36.4K Hold
4,000
– – ﹤0.01% 1221
2026
Q1 		$33.7K Buy
+4,000
New +$42.9K ﹤0.01% 1188
2022
Q3 		– Sell
-200
Closed -$4K – 1852
2022
Q2 		$4K Buy
+200
New +$3.68K ﹤0.01% 1529
2022
Q1 		– Sell
-1,035
Closed -$32K – 1981
2021
Q4 		$32K Sell
1,035
-965
-48% -$39.1K ﹤0.01% 1147
2021
Q3 		$93K Sell
2,000
-260
-12% -$13.2K 0.01% 814
2021
Q2 		$141K Buy
2,260
+1,210
+115% +$75.2K 0.01% 692
2021
Q1 		$69K Buy
+1,050
New +$122K ﹤0.01% 854

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

Advisornet Financial's AI Position: Q2 2026 in Review

Advisornet Financial held its C3.ai (AI) position steady in Q2 2026 at 4,000 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Advisornet Financial first reported a position in AI in Q1 2021 and has held it in 7 quarters since. The position peaked at $141K in Q2 2021. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Advisornet Financial held 4,000 shares of C3.ai worth $36.4K as of Q2 2026.
  • Advisornet Financial left its C3.ai share count unchanged in Q2 2026.
  • C3.ai made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1221 holding.
  • Advisornet Financial first reported a position in C3.ai in Q1 2021 and has held it in 7 quarters since.
  • Advisornet Financial's C3.ai position peaked at $141K in Q2 2021.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.