Peterson Wealth Management’s C3.ai AI Stock Holding History

Peterson Wealth Management’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	$8.18K	Buy	900 +300	+50%	+$2.85K	﹤0.01%	148
2026 Q1	$5.05K	Buy	+600	New	+$6.44K	﹤0.01%	152

Other funds holding AI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Peterson Wealth Management's AI Position: Q2 2026 in Review

Peterson Wealth Management increased its C3.ai (AI) stake by 50% in Q2 2026, buying an estimated $2.85K and bringing the position to 900 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #148.

Peterson Wealth Management first reported a position in AI in Q1 2026 and has held it in 2 quarters since. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

Peterson Wealth Management held 900 shares of C3.ai worth $8.18K as of Q2 2026.
Peterson Wealth Management bought 300 C3.ai shares in Q2 2026, an estimated $2.85K.
C3.ai made up ﹤0.01% of Peterson Wealth Management's portfolio in Q2 2026, its #148 holding.
Peterson Wealth Management first reported a position in C3.ai in Q1 2026 and has held it in 2 quarters since.
318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.