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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Creative Planning's AI Position: Q1 2026 in Review

Creative Planning increased its C3.ai (AI) stake by 54% in Q1 2026, buying an estimated $565K and bringing the position to 150,151 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2267.

Creative Planning first reported a position in AI in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.1M in Q2 2025. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • Creative Planning held 150,151 shares of C3.ai worth $1.26M as of Q1 2026.
  • Creative Planning bought 52,679 C3.ai shares in Q1 2026, an estimated $565K.
  • C3.ai made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2267 holding.
  • Creative Planning first reported a position in C3.ai in Q4 2020 and has held it in 22 quarters since.
  • Creative Planning's C3.ai position peaked at $2.1M in Q2 2025.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.