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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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

SOA Wealth Advisors's AI Position: Q1 2026 in Review

SOA Wealth Advisors held its C3.ai (AI) position steady in Q1 2026 at 40 shares worth $337. The position accounts for ﹤0.01% of the portfolio, ranked #791.

SOA Wealth Advisors first reported a position in AI in Q2 2025 and has held it in 4 quarters since. The position peaked at $983 in Q2 2025. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • SOA Wealth Advisors held 40 shares of C3.ai worth $337 as of Q1 2026.
  • SOA Wealth Advisors left its C3.ai share count unchanged in Q1 2026.
  • C3.ai made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #791 holding.
  • SOA Wealth Advisors first reported a position in C3.ai in Q2 2025 and has held it in 4 quarters since.
  • SOA Wealth Advisors's C3.ai position peaked at $983 in Q2 2025.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.