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Plante Moran Financial Advisors’s C3.ai AI Stock Holding History

Plante Moran Financial 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 		– Sell
-40
Closed -$983 – 790
2025
Q2 		$983 Hold
40
– – ﹤0.01% 699
2025
Q1 		$842 Hold
40
– – ﹤0.01% 731
2024
Q4 		$1.38K Hold
40
– – ﹤0.01% 803
2024
Q3 		$969 Hold
40
– – ﹤0.01% 783
2024
Q2 		$1.16K Hold
40
– – ﹤0.01% 721
2024
Q1 		$1.08K Hold
40
– – ﹤0.01% 784
2023
Q4 		$1.15K Buy
+40
New +$1.1K ﹤0.01% 752

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Plante Moran Financial Advisors's AI Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of C3.ai (AI) in Q3 2025, closing a stake of 40 shares — an estimated $983 sold.

Plante Moran Financial Advisors first reported a position in AI in Q4 2023 and held it in 7 quarters. The position peaked at $1.38K in Q4 2024. 329 funds tracked by Wall St. Rank hold AI as of Q3 2025.

  • Plante Moran Financial Advisors reported no remaining C3.ai position as of Q3 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 40 C3.ai shares in Q3 2025, an estimated $983.
  • Plante Moran Financial Advisors first reported a position in C3.ai in Q4 2023 and held it in 7 quarters.
  • Plante Moran Financial Advisors's C3.ai position peaked at $1.38K in Q4 2024.
  • 329 funds tracked by Wall St. Rank held C3.ai as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.