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SHP Wealth Management’s C3.ai AI Stock Holding History

SHP 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
Q1 		$328 Sell
39
-1
-3% -$11 ﹤0.01% 1687
2025
Q4 		$539 Buy
+40
New +$638 ﹤0.01% 1355

Other funds holding AI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

SHP Wealth Management's AI Position: Q1 2026 in Review

SHP Wealth Management reduced its C3.ai (AI) stake by 2.5% in Q1 2026, selling an estimated $11 and leaving 39 shares worth $328. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

SHP Wealth Management first reported a position in AI in Q4 2025 and has held it in 2 quarters since. The position peaked at $539 in Q4 2025. 318 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • SHP Wealth Management held 39 shares of C3.ai worth $328 as of Q1 2026.
  • SHP Wealth Management sold 1 C3.ai share in Q1 2026, an estimated $11.
  • C3.ai made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1687 holding.
  • SHP Wealth Management first reported a position in C3.ai in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's C3.ai position peaked at $539 in Q4 2025.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.