M Holdings Securities’s C3.ai AI Stock Holding History

M Holdings Securities’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	-13,886	Closed	-$292K	–	158
2025 Q1	$292K	Buy	+13,886	New	+$394K	0.05%	138

Other funds holding AI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

M Holdings Securities's AI Position: Q2 2025 in Review

M Holdings Securities sold out of C3.ai (AI) in Q2 2025, closing a stake of 13,886 shares — an estimated $292K sold.

M Holdings Securities first reported a position in AI in Q1 2025 and held it in 1 quarter. The position peaked at $292K in Q1 2025. 376 funds tracked by Wall St. Rank hold AI as of Q2 2025.

M Holdings Securities reported no remaining C3.ai position as of Q2 2025 after selling out during the quarter.
M Holdings Securities sold 13,886 C3.ai shares in Q2 2025, an estimated $292K.
M Holdings Securities first reported a position in C3.ai in Q1 2025 and held it in 1 quarter.
M Holdings Securities's C3.ai position peaked at $292K in Q1 2025.
376 funds tracked by Wall St. Rank held C3.ai as of Q2 2025.

Based on M Holdings Securities's 13F filing for Q2 2025, filed 13 Aug 2025.