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ORG Partners’s C3.ai AI Stock Holding History

ORG Partners’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
Q4 		$254K Sell
18,838
-1,551
-8% -$24.7K 0.04% 293
2025
Q3 		$354K Buy
20,389
+921
+5% +$19.2K 0.06% 250
2025
Q2 		$478K Buy
19,468
+15,032
+339% +$344K 0.1% 179
2025
Q1 		$95.1K Hold
4,436
– – 0.02% 393
2024
Q4 		$153K Hold
4,436
– – 0.02% 360
2024
Q3 		$107K Hold
4,436
– – 0.02% 370
2024
Q2 		$127K Buy
4,436
+4,327
+3,970% +$111K 0.02% 530
2024
Q1 		$2.88K Sell
109
-241
-69% -$6.77K 0.01% 379
2023
Q4 		$10K Buy
+350
New +$9.63K ﹤0.01% 764
2023
Q3 		– Sell
-4,614
Closed -$173K – 1364
2023
Q2 		$173K Buy
+4,614
New +$130K 0.03% 399

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ORG Partners's AI Position: Q4 2025 in Review

ORG Partners reduced its C3.ai (AI) stake by 7.6% in Q4 2025, selling an estimated $24.7K and leaving 18,838 shares worth $254K. The position accounts for 0.04% of the portfolio, ranked #293.

ORG Partners first reported a position in AI in Q2 2023 and has held it in 10 quarters since. The position peaked at $478K in Q2 2025. 342 funds tracked by Wall St. Rank hold AI as of Q4 2025.

  • ORG Partners held 18,838 shares of C3.ai worth $254K as of Q4 2025.
  • ORG Partners sold 1,551 C3.ai shares in Q4 2025, an estimated $24.7K.
  • C3.ai made up 0.04% of ORG Partners's portfolio in Q4 2025, its #293 holding.
  • ORG Partners first reported a position in C3.ai in Q2 2023 and has held it in 10 quarters since.
  • ORG Partners's C3.ai position peaked at $478K in Q2 2025.
  • 342 funds tracked by Wall St. Rank held C3.ai as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.