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Legacy Investment Solutions’s C3.ai AI Stock Holding History

Legacy Investment Solutions’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 		$50 Buy
+2
New +$46 ﹤0.01% 742
2024
Q4 		$67 Hold
2
– – ﹤0.01% 742
2024
Q3 		$55 Buy
+2
New +$51 ﹤0.01% 695

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State Street
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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
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Goldman Sachs
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Legacy Investment Solutions's AI Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in C3.ai (AI) in Q2 2025: 2 shares worth $50. The stake represents ﹤0.01% of the portfolio and ranks #742 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in AI as recently as Q4 2024.

Legacy Investment Solutions first reported a position in AI in Q3 2024 and has held it in 3 quarters since. The position peaked at $67 in Q4 2024. 376 funds tracked by Wall St. Rank hold AI as of Q2 2025.

  • Legacy Investment Solutions held 2 shares of C3.ai worth $50 as of Q2 2025.
  • C3.ai was a new Legacy Investment Solutions position in Q2 2025.
  • C3.ai made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #742 holding.
  • Legacy Investment Solutions first reported a position in C3.ai in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's C3.ai position peaked at $67 in Q4 2024.
  • 376 funds tracked by Wall St. Rank held C3.ai as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.