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Global Retirement Partners’s C3.ai AI Stock Holding History

Global Retirement 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 		$24.5K Buy
+2,699
New +$25.6K ﹤0.01% 2940
2025
Q4 		$18.8K Buy
1,392
+40
+3% +$638 ﹤0.01% 2896
2025
Q3 		$23.4K Buy
1,352
+749
+124% +$15.6K ﹤0.01% 2325
2025
Q2 		$14.8K Buy
+603
New +$13.8K ﹤0.01% 2422
2024
Q4 		$38.4K Buy
1,115
+1,014
+1,004% +$31.5K ﹤0.01% 1752
2024
Q3 		$2.45K Sell
101
-160
-61% -$4.07K ﹤0.01% 2871
2024
Q2 		$7.56K Sell
261
-100
-28% -$2.57K ﹤0.01% 2435
2024
Q1 		$9.77K Sell
361
-30
-8% -$842 ﹤0.01% 2136
2023
Q4 		$9.8K Buy
391
+171
+78% +$4.71K ﹤0.01% 2073
2023
Q3 		$5.3K Hold
220
– – ﹤0.01% 2174
2023
Q2 		$8.02K Hold
220
– – ﹤0.01% 2042
2023
Q1 		$3.83K Buy
220
+50
+29% +$1.02K ﹤0.01% 2262
2022
Q4 		$1.9K Hold
170
– – ﹤0.01% 2380
2022
Q3 		$2K Hold
170
– – ﹤0.01% 2192
2022
Q2 		$3K Hold
170
– – ﹤0.01% 2021
2022
Q1 		$3K Buy
+170
New +$4.09K ﹤0.01% 2020
2021
Q4 		– Sell
-15
Closed -$1K – 290
2021
Q3 		$1K Hold
15
– – ﹤0.01% 1872
2021
Q2 		$1K Buy
+15
New +$932 ﹤0.01% 1777
2021
Q1 		– Sell
-100
Closed -$14K – 1767
2020
Q4 		$14K Buy
+100
New +$13.4K ﹤0.01% 1149

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

Global Retirement Partners's AI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in C3.ai (AI) in Q2 2026: 2,699 shares worth $24.5K. The stake represents ﹤0.01% of the portfolio and ranks #2940 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AI as recently as Q4 2025.

Global Retirement Partners first reported a position in AI in Q4 2020 and has held it in 19 quarters since. The position peaked at $38.4K in Q4 2024. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Global Retirement Partners held 2,699 shares of C3.ai worth $24.5K as of Q2 2026.
  • C3.ai was a new Global Retirement Partners position in Q2 2026.
  • C3.ai made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2940 holding.
  • Global Retirement Partners first reported a position in C3.ai in Q4 2020 and has held it in 19 quarters since.
  • Global Retirement Partners's C3.ai position peaked at $38.4K in Q4 2024.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.