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Meridian Wealth Management’s C3.ai AI Stock Holding History

Meridian Wealth Management’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
Q3 		– Sell
-27,729
Closed -$681K – 709
2025
Q2 		$681K Sell
27,729
-33,040
-54% -$755K 0.03% 388
2025
Q1 		$1.28M Buy
60,769
+34,215
+129% +$971K 0.06% 240
2024
Q4 		$914K Buy
+26,554
New +$824K 0.04% 302
2024
Q1 		– Sell
-7,255
Closed -$208K – 206
2023
Q4 		$208K Buy
+7,255
New +$200K 0.01% 566

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Wealth Management's AI Position: Q3 2025 in Review

Meridian Wealth Management sold out of C3.ai (AI) in Q3 2025, closing a stake of 27,729 shares — an estimated $681K sold.

Meridian Wealth Management first reported a position in AI in Q4 2023 and held it in 4 quarters. The position peaked at $1.28M in Q1 2025. 329 funds tracked by Wall St. Rank hold AI as of Q3 2025.

  • Meridian Wealth Management reported no remaining C3.ai position as of Q3 2025 after selling out during the quarter.
  • Meridian Wealth Management sold 27,729 C3.ai shares in Q3 2025, an estimated $681K.
  • Meridian Wealth Management first reported a position in C3.ai in Q4 2023 and held it in 4 quarters.
  • Meridian Wealth Management's C3.ai position peaked at $1.28M in Q1 2025.
  • 329 funds tracked by Wall St. Rank held C3.ai as of Q3 2025.

Based on Meridian Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.