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Steward Partners Investment Advisory’s C3.ai AI Stock Holding History

Steward Partners Investment Advisory’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 		$30.1K Sell
3,308
-554
-14% -$5.26K ﹤0.01% 3224
2026
Q1 		$32.5K Buy
3,862
+1,001
+35% +$10.7K ﹤0.01% 3006
2025
Q4 		$38.6K Sell
2,861
-827
-22% -$13.2K ﹤0.01% 2806
2025
Q3 		$64K Sell
3,688
-2,032
-36% -$42.4K ﹤0.01% 2482
2025
Q2 		$141K Sell
5,720
-1,645
-22% -$37.6K ﹤0.01% 1923
2025
Q1 		$155K Sell
7,365
-13,608
-65% -$386K ﹤0.01% 1769
2024
Q4 		$722K Buy
20,973
+17,424
+491% +$541K 0.01% 998
2024
Q3 		$86K Buy
3,549
+642
+22% +$16.3K ﹤0.01% 1956
2024
Q2 		$84.2K Sell
2,907
-800
-22% -$20.5K ﹤0.01% 1864
2024
Q1 		$100K Buy
3,707
+1,406
+61% +$39.5K ﹤0.01% 1762
2023
Q4 		$66.1K Buy
2,301
+358
+18% +$9.85K ﹤0.01% 1857
2023
Q3 		$49.6K Sell
1,943
-492
-20% -$16.4K ﹤0.01% 1914
2023
Q2 		$88.7K Sell
2,435
-1,447
-37% -$40.8K ﹤0.01% 1636
2023
Q1 		$130K Sell
3,882
-9,383
-71% -$192K ﹤0.01% 1476
2022
Q4 		$148K Buy
13,265
+4,208
+46% +$52.7K ﹤0.01% 1379
2022
Q3 		$113K Buy
9,057
+7,518
+488% +$135K ﹤0.01% 1443
2022
Q2 		$28K Sell
1,539
-250
-14% -$4.59K ﹤0.01% 2072
2022
Q1 		$41K Hold
1,789
– – ﹤0.01% 2009
2021
Q4 		$56K Sell
1,789
-1,841
-51% -$74.6K ﹤0.01% 1850
2021
Q3 		$168K Buy
3,630
+924
+34% +$47K ﹤0.01% 1336
2021
Q2 		$169K Sell
2,706
-137
-5% -$8.51K ﹤0.01% 1665
2021
Q1 		$187K Buy
2,843
+2,647
+1,351% +$308K ﹤0.01% 1336
2020
Q4 		$27K Buy
+196
New +$26.3K ﹤0.01% 1944

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

Steward Partners Investment Advisory's AI Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its C3.ai (AI) stake by 14% in Q2 2026, selling an estimated $5.26K and leaving 3,308 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3224.

Steward Partners Investment Advisory first reported a position in AI in Q4 2020 and has held it in 23 quarters since. The position peaked at $722K in Q4 2024. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Steward Partners Investment Advisory held 3,308 shares of C3.ai worth $30.1K as of Q2 2026.
  • Steward Partners Investment Advisory sold 554 C3.ai shares in Q2 2026, an estimated $5.26K.
  • C3.ai made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3224 holding.
  • Steward Partners Investment Advisory first reported a position in C3.ai in Q4 2020 and has held it in 23 quarters since.
  • Steward Partners Investment Advisory's C3.ai position peaked at $722K in Q4 2024.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.