HBW
AI icon

Hazlett, Burt & Watson’s C3.ai AI Stock Holding History

Hazlett, Burt & Watson’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
-100
Closed -$2K – 911
2025
Q3 		$2K Hold
100
– – ﹤0.01% 801
2025
Q2 		$2K Hold
100
– – ﹤0.01% 717
2025
Q1 		$2K Hold
100
– – ﹤0.01% 710
2024
Q4 		$3K Hold
100
– – ﹤0.01% 650
2024
Q3 		$2K Hold
100
– – ﹤0.01% 664
2024
Q2 		$3K Hold
100
– – ﹤0.01% 619
2024
Q1 		$3K Hold
100
– – ﹤0.01% 616
2023
Q4 		$3K Hold
100
– – ﹤0.01% 584
2023
Q3 		$3K Hold
100
– – ﹤0.01% 595
2023
Q2 		$4K Buy
+100
New +$2.82K ﹤0.01% 566

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

Hazlett, Burt & Watson's AI Position: Q4 2025 in Review

Hazlett, Burt & Watson sold out of C3.ai (AI) in Q4 2025, closing a stake of 100 shares — an estimated $2K sold.

Hazlett, Burt & Watson first reported a position in AI in Q2 2023 and held it in 10 quarters. The position peaked at $4K in Q2 2023. 343 funds tracked by Wall St. Rank hold AI as of Q4 2025.

  • Hazlett, Burt & Watson reported no remaining C3.ai position as of Q4 2025 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 100 C3.ai shares in Q4 2025, an estimated $2K.
  • Hazlett, Burt & Watson first reported a position in C3.ai in Q2 2023 and held it in 10 quarters.
  • Hazlett, Burt & Watson's C3.ai position peaked at $4K in Q2 2023.
  • 343 funds tracked by Wall St. Rank held C3.ai as of Q4 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q4 2025, filed 10 Feb 2026.