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

Kingsview 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
Q3 		– Sell
-8,998
Closed -$221K – 1196
2025
Q2 		$221K Sell
8,998
-722
-7% -$16.5K ﹤0.01% 1069
2025
Q1 		$205K Buy
9,720
+57
+0.6% +$1.62K ﹤0.01% 1034
2024
Q4 		$333K Buy
9,663
+906
+10% +$28.1K 0.01% 858
2024
Q3 		$212K Buy
8,757
+1,532
+21% +$38.9K ﹤0.01% 1019
2024
Q2 		$209K Sell
7,225
-8,230
-53% -$211K ﹤0.01% 972
2024
Q1 		$418K Sell
15,455
-281
-2% -$7.89K 0.01% 716
2023
Q4 		$452K Buy
+15,736
New +$433K 0.01% 658
2023
Q3 		– Sell
-6,122
Closed -$223K – 928
2023
Q2 		$223K Sell
6,122
-791
-11% -$22.3K 0.01% 828
2023
Q1 		$232K Buy
+6,913
New +$142K 0.01% 791

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kingsview Wealth Management's AI Position: Q3 2025 in Review

Kingsview Wealth Management sold out of C3.ai (AI) in Q3 2025, closing a stake of 8,998 shares — an estimated $221K sold.

Kingsview Wealth Management first reported a position in AI in Q1 2023 and held it in 9 quarters. The position peaked at $452K in Q4 2023. 329 funds tracked by Wall St. Rank hold AI as of Q3 2025.

  • Kingsview Wealth Management reported no remaining C3.ai position as of Q3 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 8,998 C3.ai shares in Q3 2025, an estimated $221K.
  • Kingsview Wealth Management first reported a position in C3.ai in Q1 2023 and held it in 9 quarters.
  • Kingsview Wealth Management's C3.ai position peaked at $452K in Q4 2023.
  • 329 funds tracked by Wall St. Rank held C3.ai as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.