BIP Wealth’s C3.ai AI Stock Holding History

BIP Wealth’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	$94.2K	Buy	+10,360	New	+$98.4K	﹤0.01%	553
2026 Q1	–	Sell	-10,312	Closed	-$139K	–	455
2025 Q4	$139K	Sell	10,312 -1,559	-13%	-$24.9K	﹤0.01%	440
2025 Q3	$206K	Buy	11,871 +1,571	+15%	+$32.8K	0.01%	297
2025 Q2	$253K	Hold	10,300	–	–	0.02%	229
2025 Q1	$217K	Hold	10,300	–	–	0.01%	249
2024 Q4	$355K	Hold	10,300	–	–	0.02%	188
2024 Q3	$250K	Buy	+10,300	New	+$262K	0.02%	204
2024 Q2	–	Sell	-10,300	Closed	-$279K	–	193
2024 Q1	$279K	Buy	10,300 +300	+3%	+$8.42K	0.02%	169
2023 Q4	$287K	Hold	10,000	–	–	0.02%	157
2023 Q3	$255K	Hold	10,000	–	–	0.02%	152
2023 Q2	$364K	Hold	10,000	–	–	0.03%	125
2023 Q1	$336K	Buy	+10,000	New	+$205K	0.04%	135

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

BIP Wealth's AI Position: Q2 2026 in Review

BIP Wealth opened a new position in C3.ai (AI) in Q2 2026: 10,360 shares worth $94.2K. The stake represents ﹤0.01% of the portfolio and ranks #553 among its holdings. This is a return to the name: BIP Wealth previously reported a position in AI as recently as Q4 2025.

BIP Wealth first reported a position in AI in Q1 2023 and has held it in 12 quarters since. The position peaked at $364K in Q2 2023. 320 funds tracked by Wall St. Rank hold AI as of Q2 2026.

BIP Wealth held 10,360 shares of C3.ai worth $94.2K as of Q2 2026.
C3.ai was a new BIP Wealth position in Q2 2026.
C3.ai made up ﹤0.01% of BIP Wealth's portfolio in Q2 2026, its #553 holding.
BIP Wealth first reported a position in C3.ai in Q1 2023 and has held it in 12 quarters since.
BIP Wealth's C3.ai position peaked at $364K in Q2 2023.
320 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.