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

Jupiter 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
2025
Q2 		– Sell
-5,000
Closed -$116K – 91
2025
Q1 		$116K Sell
5,000
-6,250
-56% -$177K 0.07% 67
2024
Q4 		$387K Buy
+11,250
New +$349K 0.19% 72
2022
Q1 		– Sell
-8,000
Closed -$250K – 81
2021
Q4 		$250K Buy
+8,000
New +$324K 0.13% 77

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jupiter Wealth Management's AI Position: Q2 2025 in Review

Jupiter Wealth Management sold out of C3.ai (AI) in Q2 2025, closing a stake of 5,000 shares — an estimated $116K sold.

Jupiter Wealth Management first reported a position in AI in Q4 2021 and held it in 3 quarters. The position peaked at $387K in Q4 2024. 376 funds tracked by Wall St. Rank hold AI as of Q2 2025.

  • Jupiter Wealth Management reported no remaining C3.ai position as of Q2 2025 after selling out during the quarter.
  • Jupiter Wealth Management sold 5,000 C3.ai shares in Q2 2025, an estimated $116K.
  • Jupiter Wealth Management first reported a position in C3.ai in Q4 2021 and held it in 3 quarters.
  • Jupiter Wealth Management's C3.ai position peaked at $387K in Q4 2024.
  • 376 funds tracked by Wall St. Rank held C3.ai as of Q2 2025.

Based on Jupiter Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.