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IHT Wealth Management’s C3.ai AI Stock Holding History

IHT Wealth Management’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 		$131K Buy
14,435
+843
+6% +$8.01K ﹤0.01% 1201
2026
Q1 		$114K Buy
+13,592
New +$146K ﹤0.01% 1217
2025
Q1 		– Sell
-6,501
Closed -$224K – 1088
2024
Q4 		$224K Buy
+6,501
New +$202K 0.01% 977
2024
Q3 		– Sell
-6,932
Closed -$201K – 1144
2024
Q2 		$201K Buy
+6,932
New +$178K 0.01% 957
2021
Q3 		– Sell
-6,492
Closed -$406K – 809
2021
Q2 		$406K Buy
+6,492
New +$403K 0.03% 603

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

IHT Wealth Management's AI Position: Q2 2026 in Review

IHT Wealth Management increased its C3.ai (AI) stake by 6.2% in Q2 2026, buying an estimated $8.01K and bringing the position to 14,435 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

IHT Wealth Management first reported a position in AI in Q2 2021 and has held it in 5 quarters since. The position peaked at $406K in Q2 2021. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • IHT Wealth Management held 14,435 shares of C3.ai worth $131K as of Q2 2026.
  • IHT Wealth Management bought 843 C3.ai shares in Q2 2026, an estimated $8.01K.
  • C3.ai made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1201 holding.
  • IHT Wealth Management first reported a position in C3.ai in Q2 2021 and has held it in 5 quarters since.
  • IHT Wealth Management's C3.ai position peaked at $406K in Q2 2021.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

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