Root Financial Partners’s C3.ai AI Stock Holding History

Root Financial Partners’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	–	Sell	-103	Closed	-$867	–	485
2026 Q1	$867	Sell	103 -17	-14%	-$182	﹤0.01%	2666
2025 Q4	$1.62K	Sell	120 -18	-13%	-$287	﹤0.01%	2027
2025 Q3	$2.39K	Buy	+138	New	+$2.88K	﹤0.01%	1926

Other funds holding AI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Root Financial Partners's AI Position: Q2 2026 in Review

Root Financial Partners sold out of C3.ai (AI) in Q2 2026, closing a stake of 103 shares — an estimated $867 sold.

Root Financial Partners first reported a position in AI in Q3 2025 and held it in 3 quarters. The position peaked at $2.39K in Q3 2025. 320 funds tracked by Wall St. Rank hold AI as of Q2 2026.

Root Financial Partners reported no remaining C3.ai position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 103 C3.ai shares in Q2 2026, an estimated $867.
Root Financial Partners first reported a position in C3.ai in Q3 2025 and held it in 3 quarters.
Root Financial Partners's C3.ai position peaked at $2.39K in Q3 2025.
320 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.