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
Q2 		$269K Sell
29,538
-12,546
-30% -$119K ﹤0.01% 2329
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

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

Focus Partners Wealth's AI Position: Q2 2026 in Review

Focus Partners Wealth reduced its C3.ai (AI) stake by 30% in Q2 2026, selling an estimated $119K and leaving 29,538 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #2329.

Focus Partners Wealth first reported a position in AI in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.98M in Q4 2024. 321 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Focus Partners Wealth held 29,538 shares of C3.ai worth $269K as of Q2 2026.
  • Focus Partners Wealth sold 12,546 C3.ai shares in Q2 2026, an estimated $119K.
  • C3.ai made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2329 holding.
  • Focus Partners Wealth first reported a position in C3.ai in Q3 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's C3.ai position peaked at $1.98M in Q4 2024.
  • 321 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.