Corient Private Wealth
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Corient Private Wealth’s C3.ai AI Stock Holding History

Corient Private Wealth’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
-13,065
Closed -$321K – 2555
2025
Q2 		$321K Buy
13,065
+26
+0.2% +$594 ﹤0.01% 1952
2025
Q1 		$274K Sell
13,039
-10,332
-44% -$293K ﹤0.01% 1901
2024
Q4 		$805K Buy
23,371
+555
+2% +$17.2K ﹤0.01% 1402
2024
Q3 		$553K Sell
22,816
-7,522
-25% -$191K ﹤0.01% 1684
2024
Q2 		$879K Buy
30,338
+7,062
+30% +$181K ﹤0.01% 1375
2024
Q1 		$630K Sell
23,276
-6,176
-21% -$173K ﹤0.01% 1512
2023
Q4 		$846K Buy
29,452
+2,640
+10% +$72.6K ﹤0.01% 1349
2023
Q3 		$684K Buy
26,812
+308
+1% +$10.3K ﹤0.01% 1331
2023
Q2 		$966K Sell
26,504
-203
-0.8% -$5.72K ﹤0.01% 1167
2023
Q1 		$897K Buy
26,707
+15,657
+142% +$321K ﹤0.01% 1134
2022
Q4 		$124K Buy
+11,050
New +$138K ﹤0.01% 1546

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Corient Private Wealth's AI Position: Q3 2025 in Review

Corient Private Wealth sold out of C3.ai (AI) in Q3 2025, closing a stake of 13,065 shares — an estimated $321K sold.

Corient Private Wealth first reported a position in AI in Q4 2022 and held it in 11 quarters. The position peaked at $966K in Q2 2023. 329 funds tracked by Wall St. Rank hold AI as of Q3 2025.

  • Corient Private Wealth reported no remaining C3.ai position as of Q3 2025 after selling out during the quarter.
  • Corient Private Wealth sold 13,065 C3.ai shares in Q3 2025, an estimated $321K.
  • Corient Private Wealth first reported a position in C3.ai in Q4 2022 and held it in 11 quarters.
  • Corient Private Wealth's C3.ai position peaked at $966K in Q2 2023.
  • 329 funds tracked by Wall St. Rank held C3.ai as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.