CA
AI icon

Continuum Advisory’s C3.ai AI Stock Holding History

Continuum Advisory’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
Q2 		– Sell
-100
Closed -$2.1K – 450
2025
Q1 		$2.1K Hold
100
– – ﹤0.01% 1336
2024
Q4 		$3.44K Hold
100
– – ﹤0.01% 1237
2024
Q3 		$2.64K Hold
100
– – ﹤0.01% 1337
2024
Q2 		$2.9K Hold
100
– – ﹤0.01% 1208
2024
Q1 		$2.43K Buy
+100
New +$2.81K ﹤0.01% 1247

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Continuum Advisory's AI Position: Q2 2025 in Review

Continuum Advisory sold out of C3.ai (AI) in Q2 2025, closing a stake of 100 shares — an estimated $2.1K sold.

Continuum Advisory first reported a position in AI in Q1 2024 and held it in 5 quarters. The position peaked at $3.44K in Q4 2024. 376 funds tracked by Wall St. Rank hold AI as of Q2 2025.

  • Continuum Advisory reported no remaining C3.ai position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 100 C3.ai shares in Q2 2025, an estimated $2.1K.
  • Continuum Advisory first reported a position in C3.ai in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's C3.ai position peaked at $3.44K in Q4 2024.
  • 376 funds tracked by Wall St. Rank held C3.ai as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.