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

Spire 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 		– Sell
-500
Closed -$4.21K – 2230
2026
Q1 		$4.21K Buy
+500
New +$5.36K ﹤0.01% 1881
2025
Q4 		– Sell
-658
Closed -$11.4K – 2301
2025
Q3 		$11.4K Sell
658
-2,500
-79% -$52.2K ﹤0.01% 1706
2025
Q2 		$77.6K Sell
3,158
-20
-0.6% -$457 ﹤0.01% 1065
2025
Q1 		$66.9K Sell
3,178
-4,098
-56% -$116K ﹤0.01% 1183
2024
Q4 		$251K Buy
7,276
+5,216
+253% +$162K 0.01% 757
2024
Q3 		$49.9K Sell
2,060
-9
-0.4% -$229 ﹤0.01% 1133
2024
Q2 		$59.9K Sell
2,069
-929
-31% -$23.9K ﹤0.01% 1055
2024
Q1 		$81.2K Sell
2,998
-7,566
-72% -$212K ﹤0.01% 1052
2023
Q4 		$262K Sell
10,564
-1,996
-16% -$54.9K 0.01% 688
2023
Q3 		$321K Buy
12,560
+6,097
+94% +$204K 0.01% 578
2023
Q2 		$235K Buy
6,463
+1,832
+40% +$51.6K 0.01% 679
2023
Q1 		$155K Buy
4,631
+4,481
+2,987% +$91.8K 0.01% 809
2022
Q4 		$2K Buy
150
+100
+200% +$1.25K ﹤0.01% 2009
2022
Q3 		$1K Sell
50
-100
-67% -$1.79K ﹤0.01% 2031
2022
Q2 		$3K Hold
150
– – ﹤0.01% 2241
2022
Q1 		$3K Sell
150
-150
-50% -$3.61K ﹤0.01% 2310
2021
Q4 		$9K Sell
300
-50
-14% -$2.02K ﹤0.01% 2403
2021
Q3 		$16K Buy
350
+50
+17% +$2.54K ﹤0.01% 1934
2021
Q2 		$19K Buy
300
+100
+50% +$6.21K ﹤0.01% 1881
2021
Q1 		$13K Buy
+200
New +$23.3K ﹤0.01% 2318

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

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

Spire Wealth Management sold out of C3.ai (AI) in Q2 2026, closing a stake of 500 shares — an estimated $4.21K sold.

Spire Wealth Management first reported a position in AI in Q1 2021 and held it in 20 quarters. The position peaked at $321K in Q3 2023. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Spire Wealth Management reported no remaining C3.ai position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 500 C3.ai shares in Q2 2026, an estimated $4.21K.
  • Spire Wealth Management first reported a position in C3.ai in Q1 2021 and held it in 20 quarters.
  • Spire Wealth Management's C3.ai position peaked at $321K in Q3 2023.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.