Cassaday & Co Wealth Management’s C3.ai AI Stock Holding History

Cassaday & Co Wealth Management’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	$137	Hold	15	–	–	﹤0.01%	1250
2026 Q1	$127	Buy	+15	New	+$161	﹤0.01%	1314

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Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Cassaday & Co Wealth Management's AI Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its C3.ai (AI) position steady in Q2 2026 at 15 shares worth $137. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Cassaday & Co Wealth Management first reported a position in AI in Q1 2026 and has held it in 2 quarters since. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

Cassaday & Co Wealth Management held 15 shares of C3.ai worth $137 as of Q2 2026.
Cassaday & Co Wealth Management left its C3.ai share count unchanged in Q2 2026.
C3.ai made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1250 holding.
Cassaday & Co Wealth Management first reported a position in C3.ai in Q1 2026 and has held it in 2 quarters since.
318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.