Bradley Foster & Sargent’s C3.ai AI Stock Holding History

Bradley Foster & Sargent’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	-11,912	Closed	-$161K	–	519
2025 Q4	$161K	Hold	11,912	–	–	﹤0.01%	526
2025 Q3	$207K	Buy	+11,912	New	+$249K	﹤0.01%	528

Other funds holding AI

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Bradley Foster & Sargent's AI Position: Q1 2026 in Review

Bradley Foster & Sargent sold out of C3.ai (AI) in Q1 2026, closing a stake of 11,912 shares — an estimated $161K sold.

Bradley Foster & Sargent first reported a position in AI in Q3 2025 and held it in 2 quarters. The position peaked at $207K in Q3 2025. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

Bradley Foster & Sargent reported no remaining C3.ai position as of Q1 2026 after selling out during the quarter.
Bradley Foster & Sargent sold 11,912 C3.ai shares in Q1 2026, an estimated $161K.
Bradley Foster & Sargent first reported a position in C3.ai in Q3 2025 and held it in 2 quarters.
Bradley Foster & Sargent's C3.ai position peaked at $207K in Q3 2025.
317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.