&Partners’s C3.ai AI Stock Holding History

&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
2026 Q1	–	Sell	-19,723	Closed	-$267K	–	2398
2025 Q4	$267K	Buy	19,723 +2,689	+16%	+$42.9K	﹤0.01%	1983
2025 Q3	$295K	Buy	17,034 +4,036	+31%	+$84.3K	﹤0.01%	1762
2025 Q2	$320K	Buy	12,998 +1,219	+10%	+$27.9K	﹤0.01%	1587
2025 Q1	$258K	Sell	11,779 -3,656	-24%	-$104K	﹤0.01%	1488
2024 Q4	$568K	Buy	+15,435	New	+$479K	0.01%	1026

Other funds holding AI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

&Partners's AI Position: Q1 2026 in Review

&Partners sold out of C3.ai (AI) in Q1 2026, closing a stake of 19,723 shares — an estimated $267K sold.

&Partners first reported a position in AI in Q4 2024 and held it in 5 quarters. The position peaked at $568K in Q4 2024. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

&Partners reported no remaining C3.ai position as of Q1 2026 after selling out during the quarter.
&Partners sold 19,723 C3.ai shares in Q1 2026, an estimated $267K.
&Partners first reported a position in C3.ai in Q4 2024 and held it in 5 quarters.
&Partners's C3.ai position peaked at $568K in Q4 2024.
317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.