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CVA Family Office’s C3.ai AI Stock Holding History

CVA Family Office’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 		$2.76K Hold
304
– – ﹤0.01% 1453
2026
Q1 		$2.56K Buy
304
+4
+1% +$43 ﹤0.01% 1455
2025
Q4 		$4.04K Sell
300
-25
-8% -$399 ﹤0.01% 911
2025
Q3 		$5.64K Buy
325
+200
+160% +$4.18K ﹤0.01% 879
2025
Q2 		$3.07K Buy
125
+25
+25% +$571 ﹤0.01% 943
2025
Q1 		$2.1K Sell
100
-20
-17% -$568 ﹤0.01% 1002
2024
Q4 		$4.13K Hold
120
– – ﹤0.01% 900
2024
Q3 		$2.91K Buy
120
+20
+20% +$508 ﹤0.01% 926
2024
Q2 		$2.9K Hold
100
– – ﹤0.01% 903
2024
Q1 		$2.71K Hold
100
– – ﹤0.01% 897
2023
Q4 		$2.87K Buy
+100
New +$2.75K ﹤0.01% 866
2023
Q3 		– Sell
-100
Closed -$3.64K – 243
2023
Q2 		$3.64K Buy
+100
New +$2.82K ﹤0.01% 840

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 $3.38T 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
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

CVA Family Office's AI Position: Q2 2026 in Review

CVA Family Office held its C3.ai (AI) position steady in Q2 2026 at 304 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

CVA Family Office first reported a position in AI in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.64K in Q3 2025. 321 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • CVA Family Office held 304 shares of C3.ai worth $2.76K as of Q2 2026.
  • CVA Family Office left its C3.ai share count unchanged in Q2 2026.
  • C3.ai made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1453 holding.
  • CVA Family Office first reported a position in C3.ai in Q2 2023 and has held it in 12 quarters since.
  • CVA Family Office's C3.ai position peaked at $5.64K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.