MassMutual Private Wealth & Trust’s C3.ai AI Stock Holding History

MassMutual Private Wealth & Trust’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	$4.88K	Buy	537 +237	+79%	+$2.25K	﹤0.01%	1692
2026 Q1	$2.53K	Sell	300 -38	-11%	-$408	﹤0.01%	1915
2025 Q4	$4.56K	Buy	338 +86	+34%	+$1.37K	﹤0.01%	1717
2025 Q3	$4.37K	Hold	252	–	–	﹤0.01%	1728
2025 Q2	$6.19K	Sell	252 -143	-36%	-$3.27K	﹤0.01%	1551
2025 Q1	$8.31K	Buy	395 +364	+1,174%	+$10.3K	﹤0.01%	1370
2024 Q4	$1.07K	Hold	31	–	–	﹤0.01%	2010
2024 Q3	$751	Hold	31	–	–	﹤0.01%	1917
2024 Q2	$898	Buy	31 +20	+182%	+$514	﹤0.01%	1839
2024 Q1	$298	Hold	11	–	–	﹤0.01%	1933
2023 Q4	$316	Sell	11 -8	-42%	-$220	﹤0.01%	1873
2023 Q3	$485	Hold	19	–	–	﹤0.01%	1834
2023 Q2	$692	Buy	+19	New	+$535	﹤0.01%	1721

Other funds holding AI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

TMC

Themes Management Co Greenwich, Connecticut $151M AUM

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MassMutual Private Wealth & Trust's AI Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its C3.ai (AI) stake by 79% in Q2 2026, buying an estimated $2.25K and bringing the position to 537 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

MassMutual Private Wealth & Trust first reported a position in AI in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.31K in Q1 2025. 80 funds tracked by Wall St. Rank hold AI as of Q2 2026.

MassMutual Private Wealth & Trust held 537 shares of C3.ai worth $4.88K as of Q2 2026.
MassMutual Private Wealth & Trust bought 237 C3.ai shares in Q2 2026, an estimated $2.25K.
C3.ai made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1692 holding.
MassMutual Private Wealth & Trust first reported a position in C3.ai in Q2 2023 and has held it in 13 quarters since.
MassMutual Private Wealth & Trust's C3.ai position peaked at $8.31K in Q1 2025.
80 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.