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

Kingswood 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 		– Sell
-16,078
Closed -$217K – 926
2025
Q4 		$217K Sell
16,078
-500
-3% -$7.98K 0.01% 793
2025
Q3 		$287K Sell
16,578
-3,242
-16% -$67.7K 0.02% 645
2025
Q2 		$487K Buy
19,820
+4,264
+27% +$97.5K 0.04% 424
2025
Q1 		$329K Sell
15,556
-2,820
-15% -$80K 0.03% 510
2024
Q4 		$633K Buy
+18,376
New +$571K 0.05% 374
2024
Q3 		– Sell
-9,181
Closed -$266K – 665
2024
Q2 		$266K Sell
9,181
-995
-10% -$25.6K 0.02% 558
2024
Q1 		$275K Buy
+10,176
New +$286K 0.03% 505

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

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

Kingswood Wealth Advisors sold out of C3.ai (AI) in Q1 2026, closing a stake of 16,078 shares — an estimated $217K sold.

Kingswood Wealth Advisors first reported a position in AI in Q1 2024 and held it in 7 quarters. The position peaked at $633K in Q4 2024. 319 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining C3.ai position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 16,078 C3.ai shares in Q1 2026, an estimated $217K.
  • Kingswood Wealth Advisors first reported a position in C3.ai in Q1 2024 and held it in 7 quarters.
  • Kingswood Wealth Advisors's C3.ai position peaked at $633K in Q4 2024.
  • 319 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.