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Concord Wealth Partners’s C3.ai AI Stock Holding History

Concord Wealth 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
2025
Q3 		– Sell
-315
Closed -$7.74K – 833
2025
Q2 		$7.74K Buy
+315
New +$7.2K ﹤0.01% 573
2024
Q4 		– Sell
-315
Closed -$7.63K – 923
2024
Q3 		$7.63K Buy
+315
New +$8.01K ﹤0.01% 584
2024
Q2 		– Sell
-315
Closed -$8.53K – 845
2024
Q1 		$8.53K Hold
315
– – ﹤0.01% 587
2023
Q4 		$9.04K Hold
315
– – ﹤0.01% 578
2023
Q3 		$8.04K Hold
315
– – ﹤0.01% 650
2023
Q2 		$11.5K Hold
315
– – ﹤0.01% 585
2023
Q1 		$10.6K Buy
+315
New +$6.45K ﹤0.01% 584

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Concord Wealth Partners's AI Position: Q3 2025 in Review

Concord Wealth Partners sold out of C3.ai (AI) in Q3 2025, closing a stake of 315 shares — an estimated $7.74K sold.

Concord Wealth Partners first reported a position in AI in Q1 2023 and held it in 7 quarters. The position peaked at $11.5K in Q2 2023. 329 funds tracked by Wall St. Rank hold AI as of Q3 2025.

  • Concord Wealth Partners reported no remaining C3.ai position as of Q3 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 315 C3.ai shares in Q3 2025, an estimated $7.74K.
  • Concord Wealth Partners first reported a position in C3.ai in Q1 2023 and held it in 7 quarters.
  • Concord Wealth Partners's C3.ai position peaked at $11.5K in Q2 2023.
  • 329 funds tracked by Wall St. Rank held C3.ai as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.