Capital Advisors Ltd’s C3.ai AI Stock Holding History

Capital Advisors Ltd’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	$1K	Buy	87 +48	+123%	+$456	﹤0.01%	1166
2026 Q1	$0	Buy	39 +30	+333%	+$322	﹤0.01%	1335
2025 Q4	$0	Buy	+9	New	+$144	﹤0.01%	1323
2025 Q3	–	Sell	-13	Closed	–	–	1328
2025 Q2	$0	Sell	13 -5	-28%	-$114	﹤0.01%	1311
2025 Q1	$0	Buy	18 +5	+38%	+$142	﹤0.01%	1311
2024 Q4	$0	Hold	13	–	–	﹤0.01%	1343
2024 Q3	$0	Hold	13	–	–	﹤0.01%	1343
2024 Q2	$0	Hold	13	–	–	﹤0.01%	1349
2024 Q1	$0	Hold	13	–	–	﹤0.01%	1326
2023 Q4	$0	Hold	13	–	–	﹤0.01%	1264
2023 Q3	$0	Hold	13	–	–	﹤0.01%	1256
2023 Q2	$0	Hold	13	–	–	﹤0.01%	1263
2023 Q1	$0	Hold	13	–	–	﹤0.01%	1175
2022 Q4	$0	Hold	13	–	–	﹤0.01%	1178
2022 Q3	$0	Buy	+13	New	+$233	﹤0.01%	1209

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

Capital Advisors Ltd's AI Position: Q2 2026 in Review

Capital Advisors Ltd increased its C3.ai (AI) stake by 123% in Q2 2026, buying an estimated $456 and bringing the position to 87 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Capital Advisors Ltd first reported a position in AI in Q3 2022 and has held it in 15 quarters since. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

Capital Advisors Ltd held 87 shares of C3.ai worth $1K as of Q2 2026.
Capital Advisors Ltd bought 48 C3.ai shares in Q2 2026, an estimated $456.
C3.ai made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1166 holding.
Capital Advisors Ltd first reported a position in C3.ai in Q3 2022 and has held it in 15 quarters since.
318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.