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Private Wealth Asset Management’s C3.ai AI Stock Holding History

Private Wealth Asset 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 		$5.17K Hold
569
– – ﹤0.01% 783
2026
Q1 		$4.79K Hold
569
– – ﹤0.01% 787
2025
Q4 		$7.67K Hold
569
– – ﹤0.01% 722
2025
Q3 		$9.87K Hold
569
– – ﹤0.01% 647
2025
Q2 		$14K Hold
569
– – ﹤0.01% 595
2025
Q1 		$12K Buy
+569
New +$16.1K ﹤0.01% 594

Other funds holding AI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Private Wealth Asset Management's AI Position: Q2 2026 in Review

Private Wealth Asset Management held its C3.ai (AI) position steady in Q2 2026 at 569 shares worth $5.17K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Private Wealth Asset Management first reported a position in AI in Q1 2025 and has held it in 6 quarters since. The position peaked at $14K in Q2 2025. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Private Wealth Asset Management held 569 shares of C3.ai worth $5.17K as of Q2 2026.
  • Private Wealth Asset Management left its C3.ai share count unchanged in Q2 2026.
  • C3.ai made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #783 holding.
  • Private Wealth Asset Management first reported a position in C3.ai in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's C3.ai position peaked at $14K in Q2 2025.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.