N.E.W. Advisory Services’s C3.ai AI Stock Holding History

N.E.W. Advisory Services’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	$1.34K	Hold	148	–	–	﹤0.01%	892
2026 Q1	$1.25K	Hold	148	–	–	﹤0.01%	861
2025 Q4	$2K	Hold	148	–	–	﹤0.01%	795
2025 Q3	$2.57K	Hold	148	–	–	﹤0.01%	724
2025 Q2	$3.64K	Hold	148	–	–	﹤0.01%	683
2025 Q1	$3.12K	Buy	+148	New	+$4.2K	﹤0.01%	749

Other funds holding AI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Edgestream Partners Princeton, New Jersey $3.37B AUM 20.71% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

N.E.W. Advisory Services's AI Position: Q2 2026 in Review

N.E.W. Advisory Services held its C3.ai (AI) position steady in Q2 2026 at 148 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

N.E.W. Advisory Services first reported a position in AI in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.64K in Q2 2025. 163 funds tracked by Wall St. Rank hold AI as of Q2 2026.

N.E.W. Advisory Services held 148 shares of C3.ai worth $1.34K as of Q2 2026.
N.E.W. Advisory Services left its C3.ai share count unchanged in Q2 2026.
C3.ai made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #892 holding.
N.E.W. Advisory Services first reported a position in C3.ai in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's C3.ai position peaked at $3.64K in Q2 2025.
163 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.