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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
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
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

BIP Wealth's AI Position: Q1 2026 in Review

BIP Wealth sold out of C3.ai (AI) in Q1 2026, closing a stake of 10,312 shares — an estimated $139K sold.

BIP Wealth first reported a position in AI in Q1 2023 and held it in 11 quarters. The position peaked at $364K in Q2 2023. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • BIP Wealth reported no remaining C3.ai position as of Q1 2026 after selling out during the quarter.
  • BIP Wealth sold 10,312 C3.ai shares in Q1 2026, an estimated $139K.
  • BIP Wealth first reported a position in C3.ai in Q1 2023 and held it in 11 quarters.
  • BIP Wealth's C3.ai position peaked at $364K in Q2 2023.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.