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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
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 $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

CVA Family Office's AI Position: Q1 2026 in Review

CVA Family Office increased its C3.ai (AI) stake by 1.3% in Q1 2026, buying an estimated $43 and bringing the position to 304 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

CVA Family Office first reported a position in AI in Q2 2023 and has held it in 11 quarters since. The position peaked at $5.64K in Q3 2025. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • CVA Family Office held 304 shares of C3.ai worth $2.56K as of Q1 2026.
  • CVA Family Office bought 4 C3.ai shares in Q1 2026, an estimated $43.
  • C3.ai made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1455 holding.
  • CVA Family Office first reported a position in C3.ai in Q2 2023 and has held it in 11 quarters since.
  • CVA Family Office's C3.ai position peaked at $5.64K in Q3 2025.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.