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Medallion Wealth Advisors’s C3.ai AI Stock Holding History

Medallion Wealth Advisors’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
Q1 		$699 Sell
83
-66
-44% -$708 ﹤0.01% 1073
2025
Q4 		$2.01K Sell
149
-20
-12% -$319 ﹤0.01% 992
2025
Q3 		$2.93K Hold
169
– – ﹤0.01% 930
2025
Q2 		$4.15K Sell
169
-136
-45% -$3.11K ﹤0.01% 864
2025
Q1 		$6.54K Sell
305
-25
-8% -$709 ﹤0.01% 751
2024
Q4 		$11.4K Buy
+330
New +$10.2K 0.01% 650

Other funds holding AI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Medallion Wealth Advisors's AI Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its C3.ai (AI) stake by 44% in Q1 2026, selling an estimated $708 and leaving 83 shares worth $699. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Medallion Wealth Advisors first reported a position in AI in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.4K in Q4 2024. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • Medallion Wealth Advisors held 83 shares of C3.ai worth $699 as of Q1 2026.
  • Medallion Wealth Advisors sold 66 C3.ai shares in Q1 2026, an estimated $708.
  • C3.ai made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1073 holding.
  • Medallion Wealth Advisors first reported a position in C3.ai in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's C3.ai position peaked at $11.4K in Q4 2024.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.