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Elevated Capital Advisors’s C3.ai AI Stock Holding History

Elevated Capital Advisors’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 		$27 Hold
3
– – ﹤0.01% 847
2026
Q1 		$25 Hold
3
– – ﹤0.01% 841
2025
Q4 		$40 Buy
+3
New +$48 ﹤0.01% 827

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

Elevated Capital Advisors's AI Position: Q2 2026 in Review

Elevated Capital Advisors held its C3.ai (AI) position steady in Q2 2026 at 3 shares worth $27. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Elevated Capital Advisors first reported a position in AI in Q4 2025 and has held it in 3 quarters since. The position peaked at $40 in Q4 2025. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Elevated Capital Advisors held 3 shares of C3.ai worth $27 as of Q2 2026.
  • Elevated Capital Advisors left its C3.ai share count unchanged in Q2 2026.
  • C3.ai made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #847 holding.
  • Elevated Capital Advisors first reported a position in C3.ai in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's C3.ai position peaked at $40 in Q4 2025.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.