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Edgestream Partners’s C3.ai AI Stock Holding History

Edgestream Partners’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 		$3.18M Sell
350,004
-308,569
-47% -$2.93M 0.09% 391
2026
Q1 		$5.55M Buy
658,573
+469,057
+248% +$5.03M 0.18% 203
2025
Q4 		$2.55M Sell
189,516
-91,803
-33% -$1.46M 0.07% 464
2025
Q3 		$4.88M Buy
281,319
+197,103
+234% +$4.12M 0.14% 258
2025
Q2 		$2.07M Buy
+84,216
New +$1.93M 0.06% 527
2025
Q1 		– Sell
-39,110
Closed -$1.35M – 823
2024
Q4 		$1.35M Buy
+39,110
New +$1.21M 0.06% 494
2023
Q4 		– Sell
-23,409
Closed -$597K – 807
2023
Q3 		$597K Buy
23,409
+13,054
+126% +$436K 0.05% 545
2023
Q2 		$377K Buy
+10,355
New +$292K 0.03% 589

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

Edgestream Partners's AI Position: Q2 2026 in Review

Edgestream Partners reduced its C3.ai (AI) stake by 47% in Q2 2026, selling an estimated $2.93M and leaving 350,004 shares worth $3.18M. The position accounts for 0.09% of the portfolio, ranked #391.

Edgestream Partners first reported a position in AI in Q2 2023 and has held it in 8 quarters since. The position peaked at $5.55M in Q1 2026. 320 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Edgestream Partners held 350,004 shares of C3.ai worth $3.18M as of Q2 2026.
  • Edgestream Partners sold 308,569 C3.ai shares in Q2 2026, an estimated $2.93M.
  • C3.ai made up 0.09% of Edgestream Partners's portfolio in Q2 2026, its #391 holding.
  • Edgestream Partners first reported a position in C3.ai in Q2 2023 and has held it in 8 quarters since.
  • Edgestream Partners's C3.ai position peaked at $5.55M in Q1 2026.
  • 320 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.