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Essential Partners’s C3.ai AI Stock Holding History

Essential 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 		$11.3K Buy
1,248
+514
+70% +$4.88K 0.01% 1167
2026
Q1 		$6.18K Buy
734
+729
+14,580% +$7.82K ﹤0.01% 1483
2025
Q4 		$67 Buy
+5
New +$80 ﹤0.01% 2608
2025
Q3 		– Sell
-211
Closed -$5.18K – 2671
2025
Q2 		$5.18K Buy
+211
New +$4.82K ﹤0.01% 1039

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 $3.38T AUM 44.17% 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

Essential Partners's AI Position: Q2 2026 in Review

Essential Partners increased its C3.ai (AI) stake by 70% in Q2 2026, buying an estimated $4.88K and bringing the position to 1,248 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #1167.

Essential Partners first reported a position in AI in Q2 2025 and has held it in 4 quarters since. 321 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Essential Partners held 1,248 shares of C3.ai worth $11.3K as of Q2 2026.
  • Essential Partners bought 514 C3.ai shares in Q2 2026, an estimated $4.88K.
  • C3.ai made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1167 holding.
  • Essential Partners first reported a position in C3.ai in Q2 2025 and has held it in 4 quarters since.
  • 321 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.