Cerity Partners
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Cerity Partners’s C3.ai AI Stock Holding History

Cerity Partners’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 		$1.89M Buy
207,547
+1,214
+0.6% +$11.5K ﹤0.01% 1628
2026
Q1 		$1.74M Sell
206,333
-270,396
-57% -$2.9M ﹤0.01% 1562
2025
Q4 		$6.43M Sell
476,729
-715
-0.1% -$11.4K 0.01% 823
2025
Q3 		$8.28M Buy
477,444
+453,660
+1,907% +$9.47M 0.01% 655
2025
Q2 		$584K Sell
23,784
-3,289
-12% -$75.2K ﹤0.01% 1782
2025
Q1 		$570K Buy
27,073
+3,791
+16% +$108K ﹤0.01% 1688
2024
Q4 		$797K Sell
23,282
-851
-4% -$26.4K ﹤0.01% 1523
2024
Q3 		$585K Buy
24,133
+7,511
+45% +$191K ﹤0.01% 1692
2024
Q2 		$481K Buy
16,622
+8,030
+93% +$206K ﹤0.01% 1559
2024
Q1 		$233K Sell
8,592
-7,254
-46% -$204K ﹤0.01% 2019
2023
Q4 		$455K Buy
+15,846
New +$436K ﹤0.01% 1311
2021
Q4 		– Sell
-8,040
Closed -$373K – 1020
2021
Q3 		$373K Hold
8,040
– – 0.01% 522
2021
Q2 		$503K Hold
8,040
– – 0.01% 467
2021
Q1 		$530K Buy
8,040
+6,040
+302% +$702K 0.01% 440
2020
Q4 		$278K Buy
+2,000
New +$268K 0.01% 538

Other funds holding AI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Cerity Partners's AI Position: Q2 2026 in Review

Cerity Partners increased its C3.ai (AI) stake by 0.59% in Q2 2026, buying an estimated $11.5K and bringing the position to 207,547 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Cerity Partners first reported a position in AI in Q4 2020 and has held it in 15 quarters since. The position peaked at $8.28M in Q3 2025. 321 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Cerity Partners held 207,547 shares of C3.ai worth $1.89M as of Q2 2026.
  • Cerity Partners bought 1,214 C3.ai shares in Q2 2026, an estimated $11.5K.
  • C3.ai made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1628 holding.
  • Cerity Partners first reported a position in C3.ai in Q4 2020 and has held it in 15 quarters since.
  • Cerity Partners's C3.ai position peaked at $8.28M in Q3 2025.
  • 321 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.