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 Q2	$3.08K	Buy	339 +300	+769%	+$2.85K	﹤0.01%	1277
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 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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its C3.ai (AI) stake by 769% in Q2 2026, buying an estimated $2.85K and bringing the position to 339 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

SHP Wealth Management first reported a position in AI in Q4 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold AI as of Q2 2026.

SHP Wealth Management held 339 shares of C3.ai worth $3.08K as of Q2 2026.
SHP Wealth Management bought 300 C3.ai shares in Q2 2026, an estimated $2.85K.
C3.ai made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1277 holding.
SHP Wealth Management first reported a position in C3.ai in Q4 2025 and has held it in 3 quarters since.
320 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.