Shearwater Capital’s C3.ai AI Stock Holding History

Shearwater Capital’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	$644K	Buy	70,826 +3,550	+5%	+$33.7K	0.31%	36
2026 Q1	$566K	Hold	67,276	–	–	0.3%	37
2025 Q4	$907K	Hold	67,276	–	–	0.52%	24
2025 Q3	$1.17M	Hold	67,276	–	–	0.69%	18
2025 Q2	$1.65M	Hold	67,276	–	–	1.04%	13
2025 Q1	$1.42M	Hold	67,276	–	–	0.99%	14
2024 Q4	$2.32M	Hold	67,276	–	–	1.57%	9
2024 Q3	$1.63M	Hold	67,276	–	–	1.12%	12
2024 Q2	$1.95M	Hold	67,276	–	–	1.43%	10
2024 Q1	$1.82M	Hold	67,276	–	–	1.34%	10
2023 Q4	$1.93M	Hold	67,276	–	–	1.53%	10
2023 Q3	$1.72M	Hold	67,276	–	–	1.55%	10
2023 Q2	$2.45M	Hold	67,276	–	–	2.14%	7
2023 Q1	$2.26M	Hold	67,276	–	–	2.1%	8
2022 Q4	$753K	Hold	67,276	–	–	0.76%	18
2022 Q3	$841K	Hold	67,276	–	–	0.95%	15
2022 Q2	$1.23M	Hold	67,276	–	–	1.32%	9
2022 Q1	$1.53M	Hold	67,276	–	–	1.41%	9
2021 Q4	$2.1M	Buy	+67,276	New	+$2.72M	1.81%	8

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Handelsbanken Fonder

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Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return