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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
Q3 		$27.5K Hold
2,500
– – 0.01% 201
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

SC
Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
RE
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Olistico Wealth's AI Position: Q3 2026 in Review

Olistico Wealth held its C3.ai (AI) position steady in Q3 2026 at 2,500 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #201.

Olistico Wealth first reported a position in AI in Q2 2024 and has held it in 9 quarters since. The position peaked at $86.1K in Q4 2024. 10 funds tracked by Wall St. Rank hold AI as of Q3 2026.

  • Olistico Wealth held 2,500 shares of C3.ai worth $27.5K as of Q3 2026.
  • Olistico Wealth left its C3.ai share count unchanged in Q3 2026.
  • C3.ai made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #201 holding.
  • Olistico Wealth first reported a position in C3.ai in Q2 2024 and has held it in 9 quarters since.
  • Olistico Wealth's C3.ai position peaked at $86.1K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held C3.ai as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.