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Legacy Wealth Management (Idaho)’s C3.ai AI Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-2
Closed -$17 – 219
2026
Q1 		$17 Hold
2
– – ﹤0.01% 1036
2025
Q4 		$27 Hold
2
– – ﹤0.01% 914
2025
Q3 		$35 Hold
2
– – ﹤0.01% 771
2025
Q2 		$50 Hold
2
– – ﹤0.01% 742
2025
Q1 		$43 Hold
2
– – ﹤0.01% 811
2024
Q4 		$67 Hold
2
– – ﹤0.01% 742
2024
Q3 		$55 Buy
+2
New +$51 ﹤0.01% 695

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

Legacy Wealth Management (Idaho)'s AI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of C3.ai (AI) in Q2 2026, closing a stake of 2 shares — an estimated $17 sold.

Legacy Wealth Management (Idaho) first reported a position in AI in Q3 2024 and held it in 7 quarters. The position peaked at $67 in Q4 2024. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining C3.ai position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 2 C3.ai shares in Q2 2026, an estimated $17.
  • Legacy Wealth Management (Idaho) first reported a position in C3.ai in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s C3.ai position peaked at $67 in Q4 2024.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.