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Spectrum Wealth Advisory Group’s C3.ai AI Stock Holding History

Spectrum Wealth Advisory Group’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 		$5.73K Buy
+630
New +$5.98K ﹤0.01% 272

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

Spectrum Wealth Advisory Group's AI Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in C3.ai (AI) in Q2 2026: 630 shares worth $5.73K. The stake represents ﹤0.01% of the portfolio and ranks #272 among its holdings.

318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Spectrum Wealth Advisory Group held 630 shares of C3.ai worth $5.73K as of Q2 2026.
  • C3.ai was a new Spectrum Wealth Advisory Group position in Q2 2026.
  • C3.ai made up ﹤0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #272 holding.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.