Creative Planning
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Creative Planning’s C3.ai AI Stock Holding History

Creative Planning’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 		$1.59M Buy
175,233
+25,082
+17% +$238K ﹤0.01% 2274
2026
Q1 		$1.26M Buy
150,151
+52,679
+54% +$565K ﹤0.01% 2267
2025
Q4 		$1.31M Buy
97,472
+23,459
+32% +$374K ﹤0.01% 2064
2025
Q3 		$1.28M Sell
74,013
-11,346
-13% -$237K ﹤0.01% 1893
2025
Q2 		$2.1M Buy
85,359
+11,894
+16% +$272K ﹤0.01% 1277
2025
Q1 		$1.55M Buy
73,465
+18,955
+35% +$538K ﹤0.01% 1377
2024
Q4 		$1.88M Sell
54,510
-2,063
-4% -$64K ﹤0.01% 1168
2024
Q3 		$1.37M Buy
56,573
+3,712
+7% +$94.3K ﹤0.01% 1293
2024
Q2 		$1.53M Buy
52,861
+9,986
+23% +$256K ﹤0.01% 1132
2024
Q1 		$1.16M Buy
42,875
+7,516
+21% +$211K ﹤0.01% 1236
2023
Q4 		$1.02M Buy
35,359
+8,915
+34% +$245K ﹤0.01% 1221
2023
Q3 		$675K Sell
26,444
-2,371
-8% -$79.1K ﹤0.01% 1366
2023
Q2 		$1.05M Sell
28,815
-7,741
-21% -$218K ﹤0.01% 1105
2023
Q1 		$1.23M Sell
36,556
-7,592
-17% -$155K ﹤0.01% 971
2022
Q4 		$494K Buy
44,148
+29,345
+198% +$367K ﹤0.01% 1439
2022
Q3 		$185K Sell
14,803
-3,885
-21% -$69.7K ﹤0.01% 1933
2022
Q2 		$341K Sell
18,688
-41,920
-69% -$771K ﹤0.01% 1531
2022
Q1 		$1.38M Buy
60,608
+49,110
+427% +$1.18M ﹤0.01% 851
2021
Q4 		$359K Sell
11,498
-505
-4% -$20.4K ﹤0.01% 1501
2021
Q3 		$556K Buy
12,003
+1,889
+19% +$96.1K ﹤0.01% 1229
2021
Q2 		$632K Buy
10,114
+2,688
+36% +$167K ﹤0.01% 1152
2021
Q1 		$489K Buy
7,426
+4,023
+118% +$468K ﹤0.01% 1457
2020
Q4 		$472K Buy
+3,403
New +$457K ﹤0.01% 1356

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 $3.37T 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
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

Creative Planning's AI Position: Q2 2026 in Review

Creative Planning increased its C3.ai (AI) stake by 17% in Q2 2026, buying an estimated $238K and bringing the position to 175,233 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

Creative Planning first reported a position in AI in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.1M in Q2 2025. 320 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Creative Planning held 175,233 shares of C3.ai worth $1.59M as of Q2 2026.
  • Creative Planning bought 25,082 C3.ai shares in Q2 2026, an estimated $238K.
  • C3.ai made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2274 holding.
  • Creative Planning first reported a position in C3.ai in Q4 2020 and has held it in 23 quarters since.
  • Creative Planning's C3.ai position peaked at $2.1M in Q2 2025.
  • 320 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.