Baird Financial Group
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Baird Financial Group’s C3.ai AI Stock Holding History

Baird Financial Group’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
Q1 		$237K Hold
28,150
– – ﹤0.01% 1719
2025
Q4 		$379K Sell
28,150
-183
-0.6% -$2.92K ﹤0.01% 1563
2025
Q3 		$491K Sell
28,333
-192
-0.7% -$4.01K ﹤0.01% 1475
2025
Q2 		$701K Hold
28,525
– – ﹤0.01% 1316
2025
Q1 		$600K Buy
28,525
+225
+0.8% +$6.38K ﹤0.01% 1339
2024
Q4 		$974K Sell
28,300
-4,000
-12% -$124K ﹤0.01% 1187
2024
Q3 		$783K Sell
32,300
-2,000
-6% -$50.8K ﹤0.01% 1246
2024
Q2 		$993K Hold
34,300
– – ﹤0.01% 1173
2024
Q1 		$929K Buy
34,300
+600
+2% +$16.8K ﹤0.01% 1179
2023
Q4 		$968K Sell
33,700
-66
-0.2% -$1.82K ﹤0.01% 1149
2023
Q3 		$862K Sell
33,766
-26,841
-44% -$896K ﹤0.01% 1158
2023
Q2 		$2.21M Buy
60,607
+20,816
+52% +$586K 0.01% 882
2023
Q1 		$1.34M Buy
39,791
+25
+0.1% +$512 ﹤0.01% 1013
2022
Q4 		$445K Buy
39,766
+61
+0.2% +$764 ﹤0.01% 1333
2022
Q3 		$496K Sell
39,705
-199
-0.5% -$3.57K ﹤0.01% 1286
2022
Q2 		$729K Buy
39,904
+4
+0% +$74 ﹤0.01% 1204
2022
Q1 		$906K Sell
39,900
-200
-0.5% -$4.82K ﹤0.01% 1188
2021
Q4 		$1.25M Buy
40,100
+297
+0.7% +$12K ﹤0.01% 1115
2021
Q3 		$1.84M Sell
39,803
-10,227
-20% -$520K ﹤0.01% 977
2021
Q2 		$3.13M Buy
+50,030
New +$3.11M 0.01% 754

Other funds holding AI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Baird Financial Group's AI Position: Q1 2026 in Review

Baird Financial Group held its C3.ai (AI) position steady in Q1 2026 at 28,150 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

Baird Financial Group first reported a position in AI in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.13M in Q2 2021. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • Baird Financial Group held 28,150 shares of C3.ai worth $237K as of Q1 2026.
  • Baird Financial Group left its C3.ai share count unchanged in Q1 2026.
  • C3.ai made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1719 holding.
  • Baird Financial Group first reported a position in C3.ai in Q2 2021 and has held it in 20 quarters since.
  • Baird Financial Group's C3.ai position peaked at $3.13M in Q2 2021.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.