Physician Wealth Advisors’s C3.ai AI Stock Holding History

Physician Wealth 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
2026 Q1	–	Sell	-26	Closed	-$351	–	2065
2025 Q4	$351	Buy	+26	New	+$415	﹤0.01%	1965
2025 Q2	–	Sell	-10	Closed	-$211	–	1805
2025 Q1	$211	Buy	+10	New	+$284	﹤0.01%	1394

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

Physician Wealth Advisors's AI Position: Q1 2026 in Review

Physician Wealth Advisors sold out of C3.ai (AI) in Q1 2026, closing a stake of 26 shares — an estimated $351 sold.

Physician Wealth Advisors first reported a position in AI in Q1 2025 and held it in 2 quarters. The position peaked at $351 in Q4 2025. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

Physician Wealth Advisors reported no remaining C3.ai position as of Q1 2026 after selling out during the quarter.
Physician Wealth Advisors sold 26 C3.ai shares in Q1 2026, an estimated $351.
Physician Wealth Advisors first reported a position in C3.ai in Q1 2025 and held it in 2 quarters.
Physician Wealth Advisors's C3.ai position peaked at $351 in Q4 2025.
317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.