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Measured Wealth Private Client Group’s C3.ai AI Stock Holding History

Measured Wealth Private Client Group’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 		$14 Hold
2
– – ﹤0.01% 692
2026
Q1 		$13 Buy
2
+1
+100% +$11 ﹤0.01% 699
2025
Q4 		$10 Hold
1
– – ﹤0.01% 717
2025
Q3 		$13 Buy
+1
New +$21 ﹤0.01% 682

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

Measured Wealth Private Client Group's AI Position: Q2 2026 in Review

Measured Wealth Private Client Group held its C3.ai (AI) position steady in Q2 2026 at 2 shares worth $14. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Measured Wealth Private Client Group first reported a position in AI in Q3 2025 and has held it in 4 quarters since. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Measured Wealth Private Client Group held 2 shares of C3.ai worth $14 as of Q2 2026.
  • Measured Wealth Private Client Group left its C3.ai share count unchanged in Q2 2026.
  • C3.ai made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #692 holding.
  • Measured Wealth Private Client Group first reported a position in C3.ai in Q3 2025 and has held it in 4 quarters since.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.