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Naviter Wealth’s C3.ai AI Stock Holding History

Naviter Wealth’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 		$136K Buy
+15,000
New +$142K 0.01% 300
2026
Q1 		– Sell
-74,599
Closed -$1.01M – 273
2025
Q4 		$1.01M Buy
+74,599
New +$1.19M 0.13% 156

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

Naviter Wealth's AI Position: Q2 2026 in Review

Naviter Wealth opened a new position in C3.ai (AI) in Q2 2026: 15,000 shares worth $136K. The stake represents 0.01% of the portfolio and ranks #300 among its holdings. This is a return to the name: Naviter Wealth previously reported a position in AI as recently as Q4 2025.

Naviter Wealth first reported a position in AI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.01M in Q4 2025. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Naviter Wealth held 15,000 shares of C3.ai worth $136K as of Q2 2026.
  • C3.ai was a new Naviter Wealth position in Q2 2026.
  • C3.ai made up 0.01% of Naviter Wealth's portfolio in Q2 2026, its #300 holding.
  • Naviter Wealth first reported a position in C3.ai in Q4 2025 and has held it in 2 quarters since.
  • Naviter Wealth's C3.ai position peaked at $1.01M in Q4 2025.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.