PWM
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Proathlete Wealth Management’s C3.ai AI Stock Holding History

Proathlete 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 		$554 Hold
61
– – ﹤0.01% 278
2026
Q1 		$513 Hold
61
– – ﹤0.01% 279
2025
Q4 		$822 Hold
61
– – ﹤0.01% 285
2025
Q3 		$1.06K Buy
+61
New +$1.27K ﹤0.01% 194

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

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

Proathlete Wealth Management held its C3.ai (AI) position steady in Q2 2026 at 61 shares worth $554. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Proathlete Wealth Management first reported a position in AI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.06K in Q3 2025. 320 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Proathlete Wealth Management held 61 shares of C3.ai worth $554 as of Q2 2026.
  • Proathlete Wealth Management left its C3.ai share count unchanged in Q2 2026.
  • C3.ai made up ﹤0.01% of Proathlete Wealth Management's portfolio in Q2 2026, its #278 holding.
  • Proathlete Wealth Management first reported a position in C3.ai in Q3 2025 and has held it in 4 quarters since.
  • Proathlete Wealth Management's C3.ai position peaked at $1.06K in Q3 2025.
  • 320 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.