Tiller Private Wealth’s C3.ai AI Stock Holding History

Tiller Private Wealth’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	$2.02M	Hold	222,090	–	–	0.63%	17
2026 Q1	$1.87M	Hold	222,090	–	–	0.66%	17
2025 Q4	$2.99M	Buy	222,090 +6,404	+3%	+$102K	1.07%	15
2025 Q3	$3.74M	Hold	215,686	–	–	1.33%	15
2025 Q2	$5.3M	Buy	+215,686	New	+$4.93M	2.01%	14
2024 Q3	–	Sell	-101,127	Closed	-$2.93M	–	57
2024 Q2	$2.93M	Hold	101,127	–	–	1.29%	14
2024 Q1	$2.74M	Hold	101,127	–	–	1.22%	14
2023 Q4	$2.9M	Hold	101,127	–	–	1.45%	15
2023 Q3	$2.58M	Hold	101,127	–	–	1.4%	15
2023 Q2	$3.68M	Hold	101,127	–	–	2.01%	14
2023 Q1	$3.39M	Hold	101,127	–	–	1.9%	14
2022 Q4	$1.13M	Hold	101,127	–	–	0.67%	18
2022 Q3	$1.26M	Hold	101,127	–	–	0.81%	22
2022 Q2	$1.85M	Hold	101,127	–	–	1.13%	18
2022 Q1	$2.3M	Hold	101,127	–	–	1.32%	15
2021 Q4	$3.16M	Hold	101,127	–	–	1.99%	14
2021 Q3	$4.69M	Buy	+101,127	New	+$5.14M	3.53%	12

Other funds holding AI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Tiller Private Wealth's AI Position: Q2 2026 in Review

Tiller Private Wealth held its C3.ai (AI) position steady in Q2 2026 at 222,090 shares worth $2.02M. The position accounts for 0.63% of the portfolio, ranked #17.

Tiller Private Wealth first reported a position in AI in Q3 2021 and has held it in 17 quarters since. The position peaked at $5.3M in Q2 2025. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

Tiller Private Wealth held 222,090 shares of C3.ai worth $2.02M as of Q2 2026.
Tiller Private Wealth left its C3.ai share count unchanged in Q2 2026.
C3.ai made up 0.63% of Tiller Private Wealth's portfolio in Q2 2026, its #17 holding.
Tiller Private Wealth first reported a position in C3.ai in Q3 2021 and has held it in 17 quarters since.
Tiller Private Wealth's C3.ai position peaked at $5.3M in Q2 2025.
318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Tiller Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.