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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
Q2 		$754 Hold
83
– – ﹤0.01% 1021
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 $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

Medallion Wealth Advisors's AI Position: Q2 2026 in Review

Medallion Wealth Advisors held its C3.ai (AI) position steady in Q2 2026 at 83 shares worth $754. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Medallion Wealth Advisors first reported a position in AI in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.4K in Q4 2024. 320 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Medallion Wealth Advisors held 83 shares of C3.ai worth $754 as of Q2 2026.
  • Medallion Wealth Advisors left its C3.ai share count unchanged in Q2 2026.
  • C3.ai made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1021 holding.
  • Medallion Wealth Advisors first reported a position in C3.ai in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's C3.ai position peaked at $11.4K in Q4 2024.
  • 320 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.