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Optimum Investment Advisors’s C3.ai AI Stock Holding History

Optimum Investment Advisors’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 		$46.3K Hold
2,668
– – 0.02% 362
2025
Q2 		$65.6K Hold
2,668
– – 0.03% 305
2025
Q1 		$56.2K Buy
2,668
+700
+36% +$19.9K 0.03% 320
2024
Q4 		$67.8K Hold
1,968
– – 0.03% 308
2024
Q3 		$47.7K Sell
1,968
-5,600
-74% -$142K 0.02% 359
2024
Q2 		$219K Sell
7,568
-1,000
-12% -$25.7K 0.1% 177
2024
Q1 		$232K Buy
8,568
+5,600
+189% +$157K 0.11% 173
2023
Q4 		$85.2K Buy
2,968
+2,818
+1,879% +$77.5K 0.04% 280
2023
Q3 		$3.83K Buy
+150
New +$5.01K ﹤0.01% 619
2022
Q1 		– Sell
-70
Closed -$2K – 826
2021
Q4 		$2K Buy
+70
New +$2.83K ﹤0.01% 774

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

Optimum Investment Advisors's AI Position: Q3 2025 in Review

Optimum Investment Advisors held its C3.ai (AI) position steady in Q3 2025 at 2,668 shares worth $46.3K. The position accounts for 0.02% of the portfolio, ranked #362.

Optimum Investment Advisors first reported a position in AI in Q4 2021 and has held it in 10 quarters since. The position peaked at $232K in Q1 2024. 329 funds tracked by Wall St. Rank hold AI as of Q3 2025.

  • Optimum Investment Advisors held 2,668 shares of C3.ai worth $46.3K as of Q3 2025.
  • Optimum Investment Advisors left its C3.ai share count unchanged in Q3 2025.
  • C3.ai made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #362 holding.
  • Optimum Investment Advisors first reported a position in C3.ai in Q4 2021 and has held it in 10 quarters since.
  • Optimum Investment Advisors's C3.ai position peaked at $232K in Q1 2024.
  • 329 funds tracked by Wall St. Rank held C3.ai as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.