Bell Investment Advisors’s C3.ai AI Stock Holding History

Bell Investment 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
2026 Q2	$373	Hold	41	–	–	﹤0.01%	1777
2026 Q1	$346	Hold	41	–	–	﹤0.01%	1829
2025 Q4	$553	Hold	41	–	–	﹤0.01%	1703
2025 Q3	$711	Hold	41	–	–	﹤0.01%	1649
2025 Q2	$1.01K	Hold	41	–	–	﹤0.01%	1584
2025 Q1	$864	Hold	41	–	–	﹤0.01%	1600
2024 Q4	$1.41K	Hold	41	–	–	﹤0.01%	1467
2024 Q3	$994	Hold	41	–	–	﹤0.01%	1595
2024 Q2	$1.19K	Hold	41	–	–	﹤0.01%	1556
2024 Q1	$1.11K	Hold	41	–	–	﹤0.01%	1574
2023 Q4	$1.18K	Hold	41	–	–	﹤0.01%	1538
2023 Q3	$1.05K	Sell	41 -40	-49%	-$1.33K	﹤0.01%	1556
2023 Q2	$2.95K	Hold	81	–	–	﹤0.01%	1100
2023 Q1	$2.72K	Sell	81 -37	-31%	-$758	﹤0.01%	1095
2022 Q4	$1.32K	Buy	+118	New	+$1.48K	﹤0.01%	1473
2022 Q3	–	Sell	-115	Closed	-$2K	–	1704
2022 Q2	$2K	Buy	+115	New	+$2.11K	﹤0.01%	1078
2021 Q4	$2K	Buy	57 +49	+613%	+$1.98K	﹤0.01%	1080
2021 Q3	$0	Buy	+8	New	+$407	﹤0.01%	1710

Other funds holding AI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Bell Investment Advisors's AI Position: Q2 2026 in Review

Bell Investment Advisors held its C3.ai (AI) position steady in Q2 2026 at 41 shares worth $373. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Bell Investment Advisors first reported a position in AI in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.95K in Q2 2023. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

Bell Investment Advisors held 41 shares of C3.ai worth $373 as of Q2 2026.
Bell Investment Advisors left its C3.ai share count unchanged in Q2 2026.
C3.ai made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1777 holding.
Bell Investment Advisors first reported a position in C3.ai in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's C3.ai position peaked at $2.95K in Q2 2023.
318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.