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Empirical Wealth Management’s C3.ai AI Stock Holding History

Empirical Wealth Management’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 		$126K Buy
13,847
+71
+0.5% +$674 ﹤0.01% 1032
2026
Q1 		$116K Buy
13,776
+1,548
+13% +$16.6K ﹤0.01% 967
2025
Q4 		$165K Buy
12,228
+1,095
+10% +$17.5K ﹤0.01% 870
2025
Q3 		$193K Buy
+11,133
New +$232K ﹤0.01% 766
2024
Q4 		– Sell
-8,412
Closed -$204K – 614
2024
Q3 		$204K Hold
8,412
– – 0.01% 543
2024
Q2 		$244K Buy
8,412
+906
+12% +$23.3K 0.01% 491
2024
Q1 		$203K Sell
7,506
-16,400
-69% -$461K 0.01% 511
2023
Q4 		$686K Buy
23,906
+2,148
+10% +$59.1K 0.02% 277
2023
Q3 		$555K Buy
21,758
+2,783
+15% +$92.9K 0.02% 292
2023
Q2 		$691K Sell
18,975
-23,053
-55% -$649K 0.03% 261
2023
Q1 		$1.41M Sell
42,028
-8,155
-16% -$167K 0.06% 171
2022
Q4 		$562K Buy
50,183
+3,784
+8% +$47.4K 0.03% 293
2022
Q3 		$580K Buy
46,399
+4,253
+10% +$76.3K 0.03% 272
2022
Q2 		$770K Buy
42,146
+6,433
+18% +$118K 0.04% 236
2022
Q1 		$811K Sell
35,713
-70
-0.2% -$1.69K 0.04% 246
2021
Q4 		$1.12M Buy
+35,783
New +$1.45M 0.06% 193

Other funds holding AI

TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Empirical Wealth Management's AI Position: Q2 2026 in Review

Empirical Wealth Management increased its C3.ai (AI) stake by 0.52% in Q2 2026, buying an estimated $674 and bringing the position to 13,847 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Empirical Wealth Management first reported a position in AI in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.41M in Q1 2023. 70 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Empirical Wealth Management held 13,847 shares of C3.ai worth $126K as of Q2 2026.
  • Empirical Wealth Management bought 71 C3.ai shares in Q2 2026, an estimated $674.
  • C3.ai made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #1032 holding.
  • Empirical Wealth Management first reported a position in C3.ai in Q4 2021 and has held it in 16 quarters since.
  • Empirical Wealth Management's C3.ai position peaked at $1.41M in Q1 2023.
  • 70 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.