AP
AI icon

Aspect Partners’s C3.ai AI Stock Holding History

Aspect Partners’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 		– Sell
-4,592
Closed -$38.7K – 681
2026
Q1 		$38.7K Hold
4,592
– – 0.02% 156
2025
Q4 		$61.9K Hold
4,592
– – 0.03% 133
2025
Q3 		$79.6K Buy
4,592
+1,742
+61% +$36.4K 0.04% 123
2025
Q2 		$70K Sell
2,850
-4,654
-62% -$106K 0.03% 133
2025
Q1 		$158K Buy
7,504
+941
+14% +$26.7K 0.09% 79
2024
Q4 		$226K Sell
6,563
-15,374
-70% -$477K 0.13% 69
2024
Q3 		$532K Buy
21,937
+5,753
+36% +$146K 0.3% 36
2024
Q2 		$469K Buy
16,184
+14,726
+1,010% +$378K 0.28% 44
2024
Q1 		$39.5K Buy
1,458
+282
+24% +$7.92K 0.03% 134
2023
Q4 		$33.8K Buy
+1,176
New +$32.4K 0.02% 138

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

Aspect Partners's AI Position: Q2 2026 in Review

Aspect Partners sold out of C3.ai (AI) in Q2 2026, closing a stake of 4,592 shares — an estimated $38.7K sold.

Aspect Partners first reported a position in AI in Q4 2023 and held it in 10 quarters. The position peaked at $532K in Q3 2024. 320 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Aspect Partners reported no remaining C3.ai position as of Q2 2026 after selling out during the quarter.
  • Aspect Partners sold 4,592 C3.ai shares in Q2 2026, an estimated $38.7K.
  • Aspect Partners first reported a position in C3.ai in Q4 2023 and held it in 10 quarters.
  • Aspect Partners's C3.ai position peaked at $532K in Q3 2024.
  • 320 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.