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Olistico Wealth’s C3.ai AI Stock Holding History

Olistico 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 		$22.7K Hold
2,500
– – 0.01% 208
2026
Q1 		$21.1K Hold
2,500
– – 0.01% 213
2025
Q4 		$33.7K Buy
+2,500
New +$39.9K 0.02% 182
2025
Q3 		– Sell
-2,500
Closed -$61.4K – 103
2025
Q2 		$61.4K Hold
2,500
– – 0.03% 148
2025
Q1 		$52.6K Hold
2,500
– – 0.03% 156
2024
Q4 		$86.1K Hold
2,500
– – 0.05% 133
2024
Q3 		$60.6K Hold
2,500
– – 0.04% 154
2024
Q2 		$72.4K Buy
+2,500
New +$64.2K 0.05% 142

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

Olistico Wealth's AI Position: Q2 2026 in Review

Olistico Wealth held its C3.ai (AI) position steady in Q2 2026 at 2,500 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #208.

Olistico Wealth first reported a position in AI in Q2 2024 and has held it in 8 quarters since. The position peaked at $86.1K in Q4 2024. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Olistico Wealth held 2,500 shares of C3.ai worth $22.7K as of Q2 2026.
  • Olistico Wealth left its C3.ai share count unchanged in Q2 2026.
  • C3.ai made up 0.01% of Olistico Wealth's portfolio in Q2 2026, its #208 holding.
  • Olistico Wealth first reported a position in C3.ai in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's C3.ai position peaked at $86.1K in Q4 2024.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.