Focus Partners Wealth
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Focus Partners Wealth’s C3.ai AI Stock Holding History

Focus Partners Wealth’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 		$354K Buy
42,084
+5,525
+15% +$59.3K ﹤0.01% 2096
2025
Q4 		$609K Buy
36,559
+4,043
+12% +$64.5K ﹤0.01% 1865
2025
Q3 		$564K Sell
32,516
-28,237
-46% -$590K ﹤0.01% 1565
2025
Q2 		$1.49M Buy
60,753
+1,749
+3% +$40K ﹤0.01% 989
2025
Q1 		$1.24M Buy
59,004
+1,453
+3% +$41.2K ﹤0.01% 988
2024
Q4 		$1.98M Buy
57,551
+7,243
+14% +$225K 0.01% 837
2024
Q3 		$1.22M Buy
+50,308
New +$1.28M ﹤0.01% 894

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