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

Private Wealth Management Group’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 		$5K Buy
+550
New +$5.22K ﹤0.01% 845
2024
Q2 		– Sell
-147
Closed -$3.98K – 1499
2024
Q1 		$3.98K Buy
147
+85
+137% +$2.39K ﹤0.01% 702
2023
Q4 		$1.78K Buy
+62
New +$1.71K ﹤0.01% 1032

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 Management Group's AI Position: Q2 2026 in Review

Private Wealth Management Group opened a new position in C3.ai (AI) in Q2 2026: 550 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #845 among its holdings. This is a return to the name: Private Wealth Management Group previously reported a position in AI as recently as Q1 2024.

Private Wealth Management Group first reported a position in AI in Q4 2023 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Private Wealth Management Group held 550 shares of C3.ai worth $5K as of Q2 2026.
  • C3.ai was a new Private Wealth Management Group position in Q2 2026.
  • C3.ai made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #845 holding.
  • Private Wealth Management Group first reported a position in C3.ai in Q4 2023 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.