Equitable Holdings’s C3.ai AI Stock Holding History

Equitable Holdings’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	–	Sell	-10,059	Closed	-$136K	–	1692
2025 Q4	$136K	Buy	+10,059	New	+$160K	﹤0.01%	1519
2025 Q3	–	Sell	-20,431	Closed	-$502K	–	1529
2025 Q2	$502K	Buy	+20,431	New	+$467K	﹤0.01%	998
2023 Q3	–	Sell	-5,701	Closed	-$208K	–	1071
2023 Q2	$208K	Buy	+5,701	New	+$161K	﹤0.01%	978
2021 Q4	–	Sell	-4,874	Closed	-$226K	–	855
2021 Q3	$226K	Buy	+4,874	New	+$248K	﹤0.01%	766

Other funds holding AI

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Equitable Holdings's AI Position: Q1 2026 in Review

Equitable Holdings sold out of C3.ai (AI) in Q1 2026, closing a stake of 10,059 shares — an estimated $136K sold.

Equitable Holdings first reported a position in AI in Q3 2021 and held it in 4 quarters. The position peaked at $502K in Q2 2025. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

Equitable Holdings reported no remaining C3.ai position as of Q1 2026 after selling out during the quarter.
Equitable Holdings sold 10,059 C3.ai shares in Q1 2026, an estimated $136K.
Equitable Holdings first reported a position in C3.ai in Q3 2021 and held it in 4 quarters.
Equitable Holdings's C3.ai position peaked at $502K in Q2 2025.
317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.