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EverSource Wealth Advisors’s C3.ai AI Stock Holding History

EverSource Wealth 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 		$11.5K Buy
1,261
+66
+6% +$627 ﹤0.01% 2830
2026
Q1 		$10.1K Buy
1,195
+909
+318% +$9.75K ﹤0.01% 2918
2025
Q4 		$3.85K Sell
286
-601
-68% -$9.59K ﹤0.01% 3222
2025
Q3 		$15.4K Sell
887
-475
-35% -$9.92K ﹤0.01% 2545
2025
Q2 		$33.5K Sell
1,362
-950
-41% -$21.7K ﹤0.01% 1903
2025
Q1 		$48.7K Sell
2,312
-10,153
-81% -$288K ﹤0.01% 1257
2024
Q4 		$429K Sell
12,465
-6,999
-36% -$217K 0.02% 407
2024
Q3 		$472K Sell
19,464
-10,161
-34% -$258K 0.03% 340
2024
Q2 		$792K Sell
29,625
-2,321
-7% -$59.6K 0.05% 246
2024
Q1 		$720K Buy
31,946
+31,302
+4,861% +$879K 0.06% 225
2023
Q4 		$18.5K Hold
644
– – ﹤0.01% 1269
2023
Q3 		$16.4K Hold
644
– – ﹤0.01% 1203
2023
Q2 		$23.5K Hold
644
– – ﹤0.01% 1090
2023
Q1 		$21.6K Buy
644
+126
+24% +$2.58K ﹤0.01% 1059
2022
Q4 		$5.8K Buy
+518
New +$6.49K ﹤0.01% 1544
2022
Q2 		– Sell
-69
Closed -$2K – 1701
2022
Q1 		$2K Hold
69
– – ﹤0.01% 1487
2021
Q4 		$2K Buy
+69
New +$2.79K ﹤0.01% 1496

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

EverSource Wealth Advisors's AI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its C3.ai (AI) stake by 5.5% in Q2 2026, buying an estimated $627 and bringing the position to 1,261 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2830.

EverSource Wealth Advisors first reported a position in AI in Q4 2021 and has held it in 17 quarters since. The position peaked at $792K in Q2 2024. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • EverSource Wealth Advisors held 1,261 shares of C3.ai worth $11.5K as of Q2 2026.
  • EverSource Wealth Advisors bought 66 C3.ai shares in Q2 2026, an estimated $627.
  • C3.ai made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2830 holding.
  • EverSource Wealth Advisors first reported a position in C3.ai in Q4 2021 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's C3.ai position peaked at $792K in Q2 2024.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.