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SOA Wealth Advisors’s C3.ai AI Stock Holding History

SOA Wealth Advisors’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 		$364 Hold
40
– – ﹤0.01% 833
2026
Q1 		$337 Hold
40
– – ﹤0.01% 791
2025
Q4 		$539 Hold
40
– – ﹤0.01% 779
2025
Q3 		$694 Hold
40
– – ﹤0.01% 786
2025
Q2 		$983 Buy
+40
New +$914 ﹤0.01% 756

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

SOA Wealth Advisors's AI Position: Q2 2026 in Review

SOA Wealth Advisors held its C3.ai (AI) position steady in Q2 2026 at 40 shares worth $364. The position accounts for ﹤0.01% of the portfolio, ranked #833.

SOA Wealth Advisors first reported a position in AI in Q2 2025 and has held it in 5 quarters since. The position peaked at $983 in Q2 2025. 320 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • SOA Wealth Advisors held 40 shares of C3.ai worth $364 as of Q2 2026.
  • SOA Wealth Advisors left its C3.ai share count unchanged in Q2 2026.
  • C3.ai made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #833 holding.
  • SOA Wealth Advisors first reported a position in C3.ai in Q2 2025 and has held it in 5 quarters since.
  • SOA Wealth Advisors's C3.ai position peaked at $983 in Q2 2025.
  • 320 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

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