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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Heritage Wealth Advisors's AI Position: Q1 2026 in Review

Heritage Wealth Advisors held its C3.ai (AI) position steady in Q1 2026 at 3 shares worth $25. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Heritage Wealth Advisors first reported a position in AI in Q4 2023 and has held it in 10 quarters since. The position peaked at $103 in Q4 2024. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

Heritage Wealth Advisors held 3 shares of C3.ai worth $25 as of Q1 2026.
Heritage Wealth Advisors left its C3.ai share count unchanged in Q1 2026.
C3.ai made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #671 holding.
Heritage Wealth Advisors first reported a position in C3.ai in Q4 2023 and has held it in 10 quarters since.
Heritage Wealth Advisors's C3.ai position peaked at $103 in Q4 2024.
317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.