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

Arkadios 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
2023 Q2	–	Sell	-5,000	Closed	-$168	–	608
2023 Q1	$168	Buy	+5,000	New	+$102K	﹤0.01%	604

Other funds holding AI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arkadios Wealth Advisors's AI Position: Q3 2025 in Review

Arkadios Wealth Advisors sold out of C3.ai (AI) in Q3 2025, closing a stake of 19,314 shares — an estimated $475K sold.

Arkadios Wealth Advisors first reported a position in AI in Q2 2021 and held it in 12 quarters. The position peaked at $693K in Q4 2024. 329 funds tracked by Wall St. Rank hold AI as of Q3 2025.

Arkadios Wealth Advisors reported no remaining C3.ai position as of Q3 2025 after selling out during the quarter.
Arkadios Wealth Advisors sold 19,314 C3.ai shares in Q3 2025, an estimated $475K.
Arkadios Wealth Advisors first reported a position in C3.ai in Q2 2021 and held it in 12 quarters.
Arkadios Wealth Advisors's C3.ai position peaked at $693K in Q4 2024.
329 funds tracked by Wall St. Rank held C3.ai as of Q3 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.