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Halbert Hargrove Global Advisors’s C3.ai AI Stock Holding History

Halbert Hargrove Global 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
2025
Q4 		– Sell
-72
Closed -$1.25K – 377
2025
Q3 		$1.25K Buy
+72
New +$1.5K ﹤0.01% 643

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Halbert Hargrove Global Advisors's AI Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of C3.ai (AI) in Q4 2025, closing a stake of 72 shares — an estimated $1.25K sold.

Halbert Hargrove Global Advisors first reported a position in AI in Q3 2025 and held it in 1 quarter. The position peaked at $1.25K in Q3 2025. 343 funds tracked by Wall St. Rank hold AI as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining C3.ai position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 72 C3.ai shares in Q4 2025, an estimated $1.25K.
  • Halbert Hargrove Global Advisors first reported a position in C3.ai in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's C3.ai position peaked at $1.25K in Q3 2025.
  • 343 funds tracked by Wall St. Rank held C3.ai as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.