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Heritage Wealth Advisors’s C3.ai AI Stock Holding History

Heritage Wealth 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
2026
Q2 		$27 Hold
3
– – ﹤0.01% 682
2026
Q1 		$25 Hold
3
– – ﹤0.01% 671
2025
Q4 		$40 Hold
3
– – ﹤0.01% 583
2025
Q3 		$52 Hold
3
– – ﹤0.01% 573
2025
Q2 		$74 Hold
3
– – ﹤0.01% 561
2025
Q1 		$63 Hold
3
– – ﹤0.01% 564
2024
Q4 		$103 Hold
3
– – ﹤0.01% 615
2024
Q3 		$73 Hold
3
– – ﹤0.01% 613
2024
Q2 		$87 Hold
3
– – ﹤0.01% 508
2024
Q1 		$81 Hold
3
– – ﹤0.01% 532
2023
Q4 		$86 Buy
+3
New +$83 ﹤0.01% 540

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

Heritage Wealth Advisors's AI Position: Q2 2026 in Review

Heritage Wealth Advisors held its C3.ai (AI) position steady in Q2 2026 at 3 shares worth $27. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Heritage Wealth Advisors first reported a position in AI in Q4 2023 and has held it in 11 quarters since. The position peaked at $103 in Q4 2024. 320 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Heritage Wealth Advisors held 3 shares of C3.ai worth $27 as of Q2 2026.
  • Heritage Wealth Advisors left its C3.ai share count unchanged in Q2 2026.
  • C3.ai made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #682 holding.
  • Heritage Wealth Advisors first reported a position in C3.ai in Q4 2023 and has held it in 11 quarters since.
  • Heritage Wealth Advisors's C3.ai position peaked at $103 in Q4 2024.
  • 320 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.