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Fourth Dimension Wealth’s C3.ai AI Stock Holding History

Fourth Dimension 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 		$2.35K Hold
259
– – ﹤0.01% 603
2026
Q1 		$2.18K Hold
259
– – ﹤0.01% 526
2025
Q4 		$3.49K Hold
259
– – ﹤0.01% 514
2025
Q3 		$4.49K Sell
259
-38
-13% -$794 ﹤0.01% 496
2025
Q2 		$7.3K Sell
297
-145
-33% -$3.31K ﹤0.01% 453
2025
Q1 		$9.3K Hold
442
– – ﹤0.01% 419
2024
Q4 		$15.2K Buy
+442
New +$13.7K 0.01% 361

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

Fourth Dimension Wealth's AI Position: Q2 2026 in Review

Fourth Dimension Wealth held its C3.ai (AI) position steady in Q2 2026 at 259 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Fourth Dimension Wealth first reported a position in AI in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.2K in Q4 2024. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Fourth Dimension Wealth held 259 shares of C3.ai worth $2.35K as of Q2 2026.
  • Fourth Dimension Wealth left its C3.ai share count unchanged in Q2 2026.
  • C3.ai made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #603 holding.
  • Fourth Dimension Wealth first reported a position in C3.ai in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's C3.ai position peaked at $15.2K in Q4 2024.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.